+9.8%
SLB vs NVD
-99.2%
+109.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -0.5% |
| 7D | +0.4% | -7.7% | +8.1% | 0.0% |
| 30D | +13.6% | -5.8% | +19.4% | +13.4% |
| 3M | +1.5% | -23.2% | +24.7% | +0.3% |
| 6M | +23.0% | -49.7% | +72.8% | +18.9% |
| YTD | +51.2% | -47.7% | +98.9% | +47.0% |
| 1Y | +63.5% | -61.3% | +124.8% | +56.5% |
| 3Y | +2.5% | -99.2% | +101.7% | -11.0% |
| All | +9.8% | -99.2% | +109.0% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling