-16.6%
SLB vs PWR
+1,915.1%
-1,931.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.4% | -8.4% | -3.2% |
| 7D | -3.7% | -4.8% | +1.1% | -2.7% |
| 30D | +2.9% | -16.2% | +19.1% | +9.7% |
| 3M | +0.2% | -11.9% | +12.2% | +3.6% |
| 6M | -4.4% | -20.6% | +16.1% | +1.8% |
| YTD | +33.4% | +40.3% | -6.8% | +4.1% |
| 1Y | +40.8% | +33.0% | +7.8% | +12.3% |
| 3Y | +3.2% | +250.0% | -246.8% | -57.6% |
| 5Y | +64.8% | +404.2% | -339.4% | -49.8% |
| 10Y | -16.6% | +1,865.8% | -1,882.4% | -90.9% |
| All | -16.6% | +1,915.1% | -1,931.6% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling