+818.4%
SLB vs NI
+5,620.3%
-4,801.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.2% |
| 7D | -4.3% | +1.5% | -5.8% | -4.9% |
| 30D | +1.9% | +11.9% | -9.9% | -3.1% |
| 3M | -5.7% | +9.1% | -14.8% | -9.4% |
| 6M | -5.3% | -1.8% | -3.6% | -5.0% |
| YTD | +32.2% | +11.4% | +20.8% | +25.1% |
| 1Y | +38.5% | +6.4% | +32.1% | +33.6% |
| 3Y | +1.1% | +98.2% | -97.1% | -27.3% |
| 5Y | +70.3% | +110.1% | -39.8% | +17.2% |
| 10Y | -17.3% | +189.0% | -206.3% | -52.9% |
| All | +818.4% | +5,620.3% | -4,801.9% | +85.2% |
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 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