+40.7%
SLB vs U
+24.4%
+16.2%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.5% | -4.9% | +0.7% |
| 7D | -7.1% | +36.6% | -43.7% | -6.5% |
| 30D | +4.1% | +13.3% | -9.2% | +4.6% |
| 3M | -2.6% | +26.2% | -28.8% | -2.0% |
| 6M | -8.6% | +88.7% | -97.3% | -7.0% |
| YTD | +32.2% | +16.6% | +15.6% | +35.6% |
| 1Y | +40.7% | +29.0% | +11.7% | +44.2% |
| All | +40.7% | +24.4% | +16.2% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling