+73.6%
SLB vs URA
+37.5%
+36.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.7% |
| 7D | -1.2% | +2.9% | -4.0% | -2.0% |
| 30D | +4.5% | -10.8% | +15.3% | +7.7% |
| 3M | -4.6% | -25.5% | +21.0% | +3.1% |
| 6M | -6.3% | -41.2% | +35.0% | +7.7% |
| YTD | +35.0% | -21.3% | +56.2% | +39.4% |
| 1Y | +38.8% | -25.7% | +64.5% | +45.3% |
| 3Y | +3.3% | +43.1% | -39.8% | -22.3% |
| 5Y | +73.6% | +35.6% | +38.0% | +28.1% |
| All | +73.6% | +37.5% | +36.1% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling