+58.7%
SLB vs TRI
-42.8%
+101.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.8% |
| 7D | -2.4% | -14.4% | +11.9% | -2.3% |
| 30D | +4.9% | -8.1% | +13.0% | +5.0% |
| 3M | +1.4% | +17.5% | -16.1% | +1.9% |
| 6M | +17.6% | -5.0% | +22.6% | +18.1% |
| YTD | +48.3% | -24.7% | +73.0% | +54.2% |
| 1Y | +58.7% | -41.5% | +100.2% | +63.4% |
| All | +58.7% | -42.8% | +101.4% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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