+2.1%
SLB vs IBN
+34.1%
-31.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +0.8% | +1.4% | -0.6% | +0.6% |
| 30D | +15.8% | -0.3% | +16.2% | +15.9% |
| 3M | -0.3% | +17.1% | -17.5% | -3.3% |
| 6M | +21.3% | +3.4% | +17.9% | +20.3% |
| YTD | +52.3% | +2.5% | +49.8% | +51.0% |
| 1Y | +63.6% | -4.2% | +67.8% | +63.9% |
| All | +2.1% | +34.1% | -31.9% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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