-14.2%
SLB vs NI
+191.1%
-205.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.6% | +1.9% |
| 7D | -1.2% | +0.6% | -1.7% | -1.4% |
| 30D | +4.5% | +11.2% | -6.7% | +0.4% |
| 3M | -4.6% | +9.2% | -13.7% | -7.7% |
| 6M | -6.3% | -1.8% | -4.4% | -5.9% |
| YTD | +35.0% | +12.0% | +23.0% | +28.6% |
| 1Y | +38.8% | +6.4% | +32.4% | +34.7% |
| 3Y | +3.3% | +99.4% | -96.1% | -22.6% |
| 5Y | +73.6% | +113.1% | -39.5% | +24.9% |
| 10Y | -14.2% | +192.3% | -206.5% | -39.2% |
| All | -14.2% | +191.1% | -205.3% | -39.2% |
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