+1.9%
SLB vs GEN
+69.2%
-67.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.8% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | +4.5% | +31.2% | -26.7% | -0.7% |
| 3M | -4.6% | +6.1% | -10.6% | -5.7% |
| 6M | -6.3% | +38.1% | -44.4% | -13.4% |
| YTD | +35.0% | +14.4% | +20.6% | +32.1% |
| 1Y | +38.8% | +15.1% | +23.7% | +35.6% |
| All | +1.9% | +69.2% | -67.3% | -8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling