+73.6%
SLB vs GEN
+31.4%
+42.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.4% |
| 7D | +2.6% | -3.0% | +5.5% | +3.1% |
| 30D | +4.4% | +24.7% | -20.3% | +0.1% |
| 3M | -2.7% | +4.1% | -6.9% | -3.9% |
| 6M | -7.5% | +36.0% | -43.6% | -13.9% |
| YTD | +34.8% | +10.9% | +24.0% | +31.1% |
| 1Y | +44.6% | +12.2% | +32.4% | +40.2% |
| 3Y | +3.2% | +63.3% | -60.1% | -6.8% |
| 5Y | +73.6% | +29.0% | +44.5% | +54.7% |
| All | +73.6% | +31.4% | +42.2% | +54.7% |
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 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