+958.5%
SLB vs GEN
+8,838.9%
-7,880.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.5% |
| 7D | +0.8% | -1.2% | +2.0% | +1.0% |
| 30D | +15.8% | +10.1% | +5.7% | +14.2% |
| 3M | -0.3% | +16.1% | -16.4% | -2.6% |
| 6M | +21.3% | +38.9% | -17.5% | +15.2% |
| YTD | +52.3% | +14.4% | +37.9% | +48.3% |
| 1Y | +63.6% | +5.9% | +57.7% | +61.0% |
| 3Y | +3.8% | +58.8% | -55.0% | -3.9% |
| 5Y | +128.6% | +24.7% | +104.0% | +116.4% |
| 10Y | -3.1% | +163.1% | -166.1% | -18.7% |
| All | +958.5% | +8,838.9% | -7,880.4% | +493.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling