+62.5%
SLB vs GEN
+32.5%
+30.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.0% |
| 7D | -7.1% | +2.3% | -9.4% | -7.5% |
| 30D | +4.1% | +33.1% | -29.0% | -1.3% |
| 3M | -2.6% | +6.5% | -9.1% | -4.2% |
| 6M | -8.6% | +53.8% | -62.3% | -17.3% |
| YTD | +32.2% | +11.2% | +21.0% | +28.5% |
| 1Y | +40.7% | +19.4% | +21.3% | +34.4% |
| 3Y | -4.5% | +81.0% | -85.6% | -15.5% |
| All | +62.5% | +32.5% | +30.1% | +45.6% |
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