+117.7%
SLB vs IBN
+1,726.4%
-1,608.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -0.5% |
| 7D | -7.1% | +15.1% | -22.2% | -10.6% |
| 30D | +4.1% | +21.6% | -17.6% | -1.4% |
| 3M | -2.6% | +11.2% | -13.8% | -5.6% |
| 6M | -8.6% | +27.8% | -36.3% | -14.7% |
| YTD | +32.2% | +14.7% | +17.5% | +26.6% |
| 1Y | +40.7% | +14.4% | +26.2% | +34.8% |
| 3Y | -4.5% | +52.1% | -56.6% | -16.1% |
| 5Y | +66.4% | +70.7% | -4.3% | +40.6% |
| 10Y | -15.1% | +385.5% | -400.6% | -46.5% |
| All | +117.7% | +1,726.4% | -1,608.7% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling