+3.4%
SLB vs TRMB
+34.0%
-30.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +3.5% | +2.8% | +0.7% | +2.6% |
| 30D | +6.5% | -5.9% | +12.4% | +7.4% |
| 3M | -0.2% | -3.3% | +3.1% | -0.6% |
| 6M | -5.7% | +1.3% | -7.1% | -8.4% |
| YTD | +36.8% | -29.0% | +65.8% | +53.0% |
| 1Y | +45.8% | -27.8% | +73.5% | +61.4% |
| 3Y | +3.4% | +36.3% | -32.9% | -15.8% |
| All | +3.4% | +34.0% | -30.6% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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