+38.8%
SLB vs U
+17.1%
+21.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.1% |
| 7D | -1.2% | +16.9% | -18.1% | -0.8% |
| 30D | +4.5% | +6.4% | -1.9% | +4.8% |
| 3M | -4.6% | +13.2% | -17.7% | -4.2% |
| 6M | -6.3% | +84.8% | -91.0% | -4.8% |
| YTD | +35.0% | +12.4% | +22.6% | +38.6% |
| 1Y | +38.8% | +19.8% | +19.0% | +43.5% |
| All | +38.8% | +17.1% | +21.7% | +43.5% |
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