+3.4%
SLB vs HAL
-5.8%
+9.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | -0.8% |
| 7D | +3.5% | +6.1% | -2.6% | -1.0% |
| 30D | +6.5% | +2.9% | +3.6% | +4.3% |
| 3M | -0.2% | +3.3% | -3.6% | -2.6% |
| 6M | -5.7% | -16.9% | +11.2% | +7.8% |
| YTD | +36.8% | +21.2% | +15.7% | +18.4% |
| 1Y | +45.8% | +27.5% | +18.2% | +21.6% |
| 3Y | +3.4% | -6.4% | +9.8% | +3.0% |
| All | +3.4% | -5.8% | +9.1% | +3.0% |
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