+46.2%
SLB vs IRE
-97.6%
+143.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -23.2% | +22.1% | -0.7% |
| 7D | -4.1% | -46.8% | +42.8% | -3.3% |
| 30D | +2.5% | -75.5% | +78.1% | +4.4% |
| 3M | +2.0% | -79.4% | +81.4% | +3.8% |
| 6M | -6.3% | -91.3% | +84.9% | -4.0% |
| YTD | +36.5% | -90.8% | +127.4% | +36.3% |
| 1Y | +46.2% | -97.7% | +144.0% | +47.7% |
| All | +46.2% | -97.6% | +143.8% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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