-5.9%
SLB vs TRV
+298.6%
-304.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -2.2% |
| 7D | -2.4% | -1.5% | -1.0% | -1.5% |
| 30D | +4.9% | -1.8% | +6.7% | +6.0% |
| 3M | +1.4% | +21.6% | -20.2% | -11.4% |
| 6M | +17.6% | +22.5% | -4.8% | +1.7% |
| YTD | +48.3% | +28.1% | +20.2% | +24.1% |
| 1Y | +58.7% | +37.0% | +21.7% | +26.3% |
| 3Y | +0.6% | +141.9% | -141.3% | -49.2% |
| 5Y | +133.6% | +158.5% | -24.9% | +10.4% |
| All | -5.9% | +298.6% | -304.5% | -65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling