+197.6%
SLB vs PWR
+8,583.6%
-8,386.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +0.8% | +3.6% | -2.8% | -0.1% |
| 30D | +15.8% | -8.6% | +24.4% | +18.2% |
| 3M | -0.3% | -13.2% | +12.8% | +2.1% |
| 6M | +21.3% | +9.9% | +11.4% | +16.6% |
| YTD | +52.3% | +48.0% | +4.3% | +35.2% |
| 1Y | +63.6% | +66.2% | -2.6% | +40.4% |
| 3Y | +3.8% | +195.1% | -191.3% | -25.2% |
| 5Y | +128.6% | +442.6% | -313.9% | +40.3% |
| 10Y | -3.1% | +2,334.2% | -2,337.3% | -57.6% |
| All | +197.6% | +8,583.6% | -8,386.0% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling