+2.5%
SLB vs NVT
+193.5%
-191.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.9% | -1.7% |
| 7D | +0.4% | +10.4% | -9.9% | -2.0% |
| 30D | +13.6% | -1.3% | +14.9% | +13.6% |
| 3M | +1.5% | -0.6% | +2.1% | +0.5% |
| 6M | +23.0% | +53.8% | -30.7% | +6.9% |
| YTD | +51.2% | +60.2% | -9.0% | +29.5% |
| 1Y | +63.5% | +76.8% | -13.3% | +34.4% |
| 3Y | +2.5% | +191.2% | -188.7% | -31.2% |
| All | +2.5% | +193.5% | -191.0% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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