+2.5%
SLB vs MDY
+51.1%
-48.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.1% |
| 7D | +0.4% | +1.0% | -0.6% | -0.5% |
| 30D | +13.6% | -3.1% | +16.7% | +17.0% |
| 3M | +1.5% | +1.8% | -0.3% | -0.6% |
| 6M | +23.0% | +10.8% | +12.2% | +10.9% |
| YTD | +51.2% | +14.4% | +36.8% | +32.2% |
| 1Y | +63.5% | +15.2% | +48.3% | +41.9% |
| 3Y | +2.5% | +51.2% | -48.7% | -26.7% |
| All | +2.5% | +51.1% | -48.6% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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