+2.5%
SLB vs INDA
+10.1%
-7.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | 0.0% |
| 7D | +0.4% | -1.0% | +1.4% | +0.9% |
| 30D | +13.6% | -2.5% | +16.1% | +14.8% |
| 3M | +1.5% | +4.0% | -2.5% | -0.6% |
| 6M | +23.0% | -1.8% | +24.8% | +23.6% |
| YTD | +51.2% | -9.2% | +60.4% | +57.9% |
| 1Y | +63.5% | -7.2% | +70.7% | +68.6% |
| 3Y | +2.5% | +9.8% | -7.3% | -4.4% |
| All | +2.5% | +10.1% | -7.6% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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