-17.1%
SLB vs URI
+1,374.0%
-1,391.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | 0.0% |
| 7D | -7.1% | -9.8% | +2.7% | -2.4% |
| 30D | +4.1% | +1.7% | +2.3% | +2.8% |
| 3M | -2.6% | -9.1% | +6.4% | +1.3% |
| 6M | -8.6% | +9.9% | -18.4% | -14.4% |
| YTD | +32.2% | +31.2% | +1.0% | +9.7% |
| 1Y | +40.7% | +25.9% | +14.7% | +19.0% |
| 3Y | -4.5% | +147.4% | -151.9% | -46.7% |
| 5Y | +66.4% | +179.7% | -113.4% | -18.1% |
| All | -17.1% | +1,374.0% | -1,391.1% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling