-4.5%
SLB vs MSCI
+33.6%
-38.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +0.8% |
| 7D | -7.1% | +2.8% | -9.9% | -7.4% |
| 30D | +4.1% | +15.4% | -11.3% | +2.5% |
| 3M | -2.6% | +13.4% | -16.1% | -4.0% |
| 6M | -8.6% | +10.9% | -19.5% | -10.0% |
| YTD | +32.2% | +13.0% | +19.2% | +29.1% |
| 1Y | +40.7% | +12.0% | +28.6% | +37.5% |
| 3Y | -4.5% | +34.1% | -38.6% | -10.2% |
| All | -4.5% | +33.6% | -38.1% | -10.2% |
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