+130.8%
SLB vs GEN
+24.6%
+106.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.6% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | +15.8% | +10.1% | +5.7% | +13.5% |
| 3M | -0.3% | +16.1% | -16.4% | -3.6% |
| 6M | +21.3% | +38.9% | -17.5% | +12.3% |
| YTD | +52.3% | +14.4% | +37.9% | +47.5% |
| 1Y | +63.6% | +5.9% | +57.7% | +61.5% |
| 3Y | +3.8% | +58.8% | -55.0% | -6.1% |
| All | +130.8% | +24.6% | +106.2% | +112.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling