+63.6%
SLB vs IAG
+119.5%
-55.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.3% |
| 7D | +0.8% | -0.5% | +1.4% | +0.9% |
| 30D | +15.8% | +28.9% | -13.1% | +13.5% |
| 3M | -0.3% | +19.1% | -19.5% | -1.8% |
| 6M | +21.3% | -10.3% | +31.6% | +21.6% |
| YTD | +52.3% | +24.2% | +28.1% | +51.0% |
| 1Y | +63.6% | +116.5% | -52.9% | +60.6% |
| All | +63.6% | +119.5% | -55.9% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling