-13.1%
SLB vs NI
+197.8%
-210.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | +3.5% | +4.3% | -0.8% | +1.9% |
| 30D | +6.5% | +12.4% | -5.8% | +2.0% |
| 3M | -0.2% | +10.2% | -10.4% | -3.9% |
| 6M | -5.7% | -0.8% | -4.9% | -5.8% |
| YTD | +36.8% | +13.2% | +23.6% | +29.8% |
| 1Y | +45.8% | +10.1% | +35.7% | +39.7% |
| 3Y | +3.4% | +103.1% | -99.7% | -23.1% |
| 5Y | +76.1% | +115.5% | -39.4% | +26.2% |
| All | -13.1% | +197.8% | -210.9% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling