+63.5%
SLB vs UL
-8.6%
+72.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | +0.4% | -1.3% | +1.7% | +0.5% |
| 30D | +13.6% | +0.9% | +12.7% | +13.5% |
| 3M | +1.5% | +14.2% | -12.7% | -0.4% |
| 6M | +23.0% | -3.2% | +26.2% | +24.4% |
| YTD | +51.2% | -0.3% | +51.5% | +52.9% |
| 1Y | +63.5% | -8.8% | +72.3% | +65.7% |
| All | +63.5% | -8.6% | +72.1% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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