-2.6%
SLB vs MUB
+17.4%
-20.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -1.9% | -0.7% | -1.1% | -1.4% |
| 30D | +7.8% | -2.0% | +9.8% | +9.1% |
| 3M | +2.7% | -2.5% | +5.2% | +4.3% |
| 6M | +22.2% | -2.3% | +24.5% | +24.0% |
| YTD | +51.1% | -1.3% | +52.4% | +52.3% |
| 1Y | +63.3% | +1.1% | +62.2% | +62.2% |
| 3Y | +2.4% | +8.2% | -5.8% | -2.8% |
| 5Y | +139.3% | +1.5% | +137.9% | +140.7% |
| 10Y | -2.6% | +17.6% | -20.2% | +7.2% |
| All | -2.6% | +17.4% | -20.0% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MUB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling