+209.4%
SLB vs U
-33.1%
+242.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | +2.6% | +2.8% | -0.3% | +2.5% |
| 30D | +4.4% | +7.6% | -3.2% | +4.1% |
| 3M | -2.7% | +12.7% | -15.4% | -3.2% |
| 6M | -7.5% | +87.0% | -94.5% | -9.6% |
| YTD | +34.8% | +13.6% | +21.2% | +33.5% |
| 1Y | +44.6% | +25.3% | +19.3% | +42.5% |
| 3Y | +3.2% | +85.8% | -82.6% | -1.5% |
| 5Y | +73.6% | -74.5% | +148.0% | +56.1% |
| All | +209.4% | -33.1% | +242.5% | +192.1% |
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