+6.1%
SLB vs INDA
+115.1%
-109.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | +0.7% | +0.1% | +0.4% |
| 30D | +15.8% | -0.8% | +16.6% | +16.3% |
| 3M | -0.3% | +3.9% | -4.3% | -2.9% |
| 6M | +21.3% | -0.7% | +22.1% | +21.3% |
| YTD | +52.3% | -7.7% | +60.0% | +58.9% |
| 1Y | +63.6% | -5.1% | +68.7% | +67.7% |
| 3Y | +3.8% | +13.6% | -9.9% | -5.6% |
| 5Y | +128.6% | +7.8% | +120.8% | +114.0% |
| 10Y | -3.1% | +84.6% | -87.7% | -34.5% |
| All | +6.1% | +115.1% | -109.0% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling