+2.1%
SLB vs TE
-27.6%
+29.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +0.8% | -4.0% | +4.8% | +1.0% |
| 30D | +15.8% | -15.9% | +31.7% | +16.7% |
| 3M | -0.3% | -60.5% | +60.2% | +4.3% |
| 6M | +21.3% | -35.2% | +56.6% | +21.7% |
| YTD | +52.3% | -31.1% | +83.4% | +51.1% |
| 1Y | +63.6% | +148.6% | -85.0% | +45.4% |
| All | +2.1% | -27.6% | +29.7% | -7.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling