+130.8%
SLB vs NDAQ
+55.8%
+75.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.0% | +0.7% |
| 7D | +0.8% | -2.4% | +3.3% | +1.4% |
| 30D | +15.8% | +2.5% | +13.4% | +15.0% |
| 3M | -0.3% | +9.9% | -10.3% | -3.0% |
| 6M | +21.3% | +9.4% | +11.9% | +17.8% |
| YTD | +52.3% | +0.4% | +51.9% | +51.2% |
| 1Y | +63.6% | +4.0% | +59.6% | +60.3% |
| 3Y | +3.8% | +94.4% | -90.6% | -16.1% |
| All | +130.8% | +55.8% | +75.0% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling