+958.5%
SLB vs NI
+5,092.7%
-4,134.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +0.8% | +2.0% | -1.2% | 0.0% |
| 30D | +15.8% | -3.5% | +19.4% | +17.6% |
| 3M | -0.3% | -9.1% | +8.8% | +3.6% |
| 6M | +21.3% | -11.8% | +33.2% | +27.8% |
| YTD | +52.3% | +1.1% | +51.2% | +50.6% |
| 1Y | +63.6% | +6.7% | +56.9% | +57.5% |
| 3Y | +3.8% | +71.1% | -67.3% | -20.6% |
| 5Y | +128.6% | +94.3% | +34.3% | +62.7% |
| 10Y | -3.1% | +135.8% | -138.8% | -39.5% |
| All | +958.5% | +5,092.7% | -4,134.2% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling