-13.1%
SLB vs TT
+725.1%
-738.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.2% |
| 7D | +3.5% | +4.0% | -0.5% | +1.4% |
| 30D | +6.5% | -11.3% | +17.8% | +12.8% |
| 3M | -0.2% | -12.3% | +12.1% | +6.1% |
| 6M | -5.7% | -10.8% | +5.1% | -1.4% |
| YTD | +36.8% | +8.2% | +28.7% | +28.4% |
| 1Y | +45.8% | +1.5% | +44.3% | +41.3% |
| 3Y | +3.4% | +91.5% | -88.1% | -32.8% |
| 5Y | +76.1% | +130.2% | -54.1% | -2.0% |
| All | -13.1% | +725.1% | -738.2% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 10y: compounded portfolio wealth divided by compounded TT 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…
10y analysis · Full analysis span regression · 6 months rolling