+45.8%
SLB vs TE
-49.1%
+94.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +1.6% |
| 7D | +3.5% | -19.1% | +22.6% | +4.4% |
| 30D | +6.5% | -34.1% | +40.7% | +8.2% |
| 3M | -0.2% | -60.1% | +59.9% | +3.3% |
| 6M | -5.7% | -66.0% | +60.2% | -2.8% |
| YTD | +36.8% | -71.4% | +108.2% | +42.1% |
| 1Y | +45.8% | -45.3% | +91.1% | +53.9% |
| All | +45.8% | -49.1% | +94.8% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling