-17.1%
SLB vs HDB
+57.5%
-74.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | 0.0% |
| 7D | -7.1% | +13.3% | -20.5% | -11.1% |
| 30D | +4.1% | +13.6% | -9.5% | -0.6% |
| 3M | -2.6% | +5.8% | -8.4% | -5.0% |
| 6M | -8.6% | -1.9% | -6.6% | -9.0% |
| YTD | +32.2% | -31.2% | +63.4% | +48.5% |
| 1Y | +40.7% | -29.6% | +70.2% | +56.4% |
| 3Y | -4.5% | -10.1% | +5.6% | -5.8% |
| 5Y | +66.4% | -24.3% | +90.7% | +71.9% |
| All | -17.1% | +57.5% | -74.6% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling