-14.2%
SLB vs GEN
+156.5%
-170.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.7% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | +4.5% | +31.2% | -26.7% | -1.9% |
| 3M | -4.6% | +6.1% | -10.6% | -6.6% |
| 6M | -6.3% | +38.1% | -44.4% | -14.2% |
| YTD | +35.0% | +14.4% | +20.6% | +28.4% |
| 1Y | +38.8% | +15.1% | +23.7% | +31.9% |
| 3Y | +3.3% | +68.5% | -65.2% | -11.0% |
| 5Y | +73.6% | +35.8% | +37.8% | +52.8% |
| 10Y | -14.2% | +155.4% | -169.6% | -36.2% |
| All | -14.2% | +156.5% | -170.7% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling