+203.3%
SLB vs U
-32.9%
+236.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | -0.9% |
| 7D | -4.3% | +24.4% | -28.6% | -5.0% |
| 30D | +1.9% | +7.4% | -5.4% | +1.6% |
| 3M | -5.7% | +16.8% | -22.5% | -6.3% |
| 6M | -5.3% | +78.8% | -84.1% | -7.3% |
| YTD | +32.2% | +14.0% | +18.2% | +30.8% |
| 1Y | +38.5% | +16.7% | +21.8% | +36.9% |
| 3Y | +1.1% | +86.4% | -85.2% | -3.5% |
| 5Y | +70.3% | -71.5% | +141.7% | +54.2% |
| All | +203.3% | -32.9% | +236.2% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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