+3.2%
SLB vs MP
+154.2%
-151.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | +0.1% |
| 7D | +0.8% | -2.9% | +3.7% | +1.0% |
| 30D | +15.8% | +13.8% | +2.0% | +14.6% |
| 3M | -0.3% | -16.7% | +16.3% | +0.7% |
| 6M | +21.3% | -11.5% | +32.8% | +21.4% |
| YTD | +52.3% | +7.9% | +44.4% | +49.8% |
| 1Y | +63.6% | -15.0% | +78.6% | +61.7% |
| All | +3.2% | +154.2% | -151.0% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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