-16.6%
SLB vs GEN
+166.9%
-183.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -3.7% | -0.3% | -3.4% | -3.7% |
| 30D | +2.9% | +28.2% | -25.3% | -2.9% |
| 3M | +0.2% | +2.6% | -2.4% | -1.2% |
| 6M | -4.4% | +32.7% | -37.1% | -11.8% |
| YTD | +33.4% | +11.3% | +22.2% | +27.7% |
| 1Y | +40.8% | +17.9% | +22.8% | +32.9% |
| 3Y | +3.2% | +66.3% | -63.1% | -10.9% |
| 5Y | +64.8% | +31.7% | +33.1% | +46.0% |
| 10Y | -16.6% | +150.0% | -166.6% | -37.7% |
| All | -16.6% | +166.9% | -183.4% | -37.7% |
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