-5.9%
SLB vs TECH
+189.8%
-195.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +4.9% | 0.0% | +4.9% | +4.9% |
| 3M | +1.4% | +37.4% | -36.0% | -6.0% |
| 6M | +17.6% | +36.9% | -19.2% | +7.8% |
| YTD | +48.3% | +23.1% | +25.2% | +39.3% |
| 1Y | +58.7% | +42.2% | +16.4% | +43.2% |
| 3Y | +0.6% | +1.9% | -1.4% | -5.0% |
| 5Y | +133.6% | -42.9% | +176.5% | +148.5% |
| All | -5.9% | +189.8% | -195.7% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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