+45.8%
SLB vs URA
-29.3%
+75.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +1.8% |
| 7D | +3.5% | -1.5% | +5.1% | +3.8% |
| 30D | +6.5% | -10.4% | +16.9% | +8.6% |
| 3M | -0.2% | -29.6% | +29.4% | +5.9% |
| 6M | -5.7% | -40.3% | +34.6% | +3.6% |
| YTD | +36.8% | -25.5% | +62.3% | +38.9% |
| 1Y | +45.8% | -26.4% | +72.2% | +48.4% |
| All | +45.8% | -29.3% | +75.1% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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