-17.3%
SLB vs PWR
+1,818.7%
-1,836.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.3% |
| 7D | -4.3% | -11.2% | +7.0% | 0.0% |
| 30D | +1.9% | -17.4% | +19.3% | +9.4% |
| 3M | -5.7% | -11.7% | +6.0% | -2.6% |
| 6M | -5.3% | -21.7% | +16.4% | +1.4% |
| YTD | +32.2% | +38.3% | -6.1% | +3.8% |
| 1Y | +38.5% | +29.6% | +8.9% | +11.8% |
| 3Y | +1.1% | +236.1% | -235.0% | -57.4% |
| 5Y | +70.3% | +406.3% | -336.1% | -48.6% |
| 10Y | -17.3% | +1,796.7% | -1,814.0% | -90.9% |
| All | -17.3% | +1,818.7% | -1,836.0% | -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