+3.2%
SLB vs MSCI
+10.6%
-7.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.8% | +0.4% | +0.4% | +0.8% |
| 30D | +15.8% | +0.6% | +15.3% | +15.7% |
| 3M | -0.3% | -7.1% | +6.7% | +0.4% |
| 6M | +21.3% | +0.8% | +20.5% | +20.6% |
| YTD | +52.3% | +1.0% | +51.3% | +50.7% |
| 1Y | +63.6% | +4.3% | +59.3% | +60.3% |
| All | +3.2% | +10.6% | -7.4% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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