-0.4%
SLB vs GWW
+88.4%
-88.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -2.4% | -3.1% | +0.7% | -1.1% |
| 30D | +4.9% | -2.3% | +7.2% | +5.8% |
| 3M | +1.4% | -3.3% | +4.7% | +2.4% |
| 6M | +17.6% | +15.4% | +2.3% | +8.4% |
| YTD | +48.3% | +26.7% | +21.6% | +29.9% |
| 1Y | +58.7% | +29.0% | +29.7% | +37.5% |
| All | -0.4% | +88.4% | -88.8% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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