+1.1%
SLB vs TRI
-12.1%
+13.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -4.3% | -1.6% | -2.7% | -4.3% |
| 30D | +1.9% | +5.0% | -3.1% | +1.6% |
| 3M | -5.7% | +4.6% | -10.3% | -6.0% |
| 6M | -5.3% | +18.3% | -23.6% | -6.5% |
| YTD | +32.2% | -14.7% | +46.9% | +35.8% |
| 1Y | +38.5% | -16.7% | +55.2% | +42.9% |
| 3Y | +1.1% | -11.3% | +12.5% | +8.3% |
| All | +1.1% | -12.1% | +13.2% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling