+1.4%
SLB vs NI
+70.0%
-68.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | 0.0% |
| 7D | -1.9% | +1.3% | -3.1% | -2.1% |
| 30D | +7.8% | -0.3% | +8.1% | +7.8% |
| 3M | +2.7% | -9.5% | +12.1% | +4.9% |
| 6M | +22.2% | -10.2% | +32.4% | +24.9% |
| YTD | +51.1% | +1.8% | +49.3% | +49.9% |
| 1Y | +63.3% | +5.7% | +57.7% | +60.4% |
| All | +1.4% | +70.0% | -68.6% | -10.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling