+40.7%
SLB vs GEN
+17.5%
+23.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +0.6% |
| 7D | -7.1% | +2.3% | -9.4% | -7.1% |
| 30D | +4.1% | +33.1% | -29.0% | +3.3% |
| 3M | -2.6% | +6.5% | -9.1% | -2.4% |
| 6M | -8.6% | +53.8% | -62.3% | -10.5% |
| YTD | +32.2% | +11.2% | +21.0% | +42.8% |
| 1Y | +40.7% | +19.4% | +21.3% | +43.3% |
| All | +40.7% | +17.5% | +23.2% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling