+156.9%
SLB vs PWR
+6,979.4%
-6,822.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -12.3% | +8.6% | -0.7% |
| 7D | -7.7% | -19.9% | +12.1% | -2.9% |
| 30D | -0.7% | -29.3% | +28.5% | +7.5% |
| 3M | 0.0% | -25.5% | +25.4% | +6.4% |
| 6M | -10.4% | -34.0% | +23.6% | -2.6% |
| YTD | +31.5% | +20.7% | +10.8% | +21.8% |
| 1Y | +39.1% | +12.3% | +26.8% | +30.9% |
| 3Y | -5.7% | +201.9% | -207.6% | -32.9% |
| 5Y | +65.4% | +336.8% | -271.3% | +6.3% |
| 10Y | -15.6% | +1,748.9% | -1,764.4% | -60.9% |
| All | +156.9% | +6,979.4% | -6,822.6% | -31.6% |
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