+139.3%
SLB vs TRI
-10.1%
+149.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | 0.0% |
| 7D | -1.9% | -8.4% | +6.5% | -1.3% |
| 30D | +7.8% | -6.5% | +14.3% | +8.3% |
| 3M | +2.7% | +18.6% | -15.9% | +1.2% |
| 6M | +22.2% | -10.4% | +32.6% | +23.2% |
| YTD | +51.1% | -23.7% | +74.8% | +56.1% |
| 1Y | +63.3% | -42.5% | +105.8% | +76.3% |
| 3Y | +2.4% | -19.3% | +21.7% | +4.0% |
| 5Y | +139.3% | -9.7% | +149.0% | +134.2% |
| All | +139.3% | -10.1% | +149.4% | +134.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling