-0.4%
SLB vs HAL
-7.2%
+6.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.0% | +0.3% |
| 7D | -2.4% | -3.3% | +0.8% | 0.0% |
| 30D | +4.9% | +7.2% | -2.3% | -0.5% |
| 3M | +1.4% | -8.8% | +10.2% | +8.4% |
| 6M | +17.6% | +3.0% | +14.7% | +14.3% |
| YTD | +48.3% | +29.4% | +18.9% | +21.9% |
| 1Y | +58.7% | +62.8% | -4.2% | +9.4% |
| All | -0.4% | -7.2% | +6.8% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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