+45.8%
SLB vs MKSI
+42.6%
+3.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +1.7% |
| 7D | +3.5% | +12.2% | -8.7% | +2.3% |
| 30D | +6.5% | -8.0% | +14.6% | +7.0% |
| 3M | -0.2% | -29.5% | +29.3% | +2.3% |
| 6M | -5.7% | -31.9% | +26.2% | -4.8% |
| YTD | +36.8% | +35.3% | +1.5% | +19.2% |
| 1Y | +45.8% | +50.3% | -4.5% | +24.2% |
| All | +45.8% | +42.6% | +3.2% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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