+40.7%
SLB vs URI
+26.0%
+14.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.3% |
| 7D | -7.1% | -9.8% | +2.7% | -5.0% |
| 30D | +4.1% | +1.7% | +2.3% | +3.6% |
| 3M | -2.6% | -9.1% | +6.4% | -0.8% |
| 6M | -8.6% | +9.9% | -18.4% | -10.8% |
| YTD | +32.2% | +31.2% | +1.0% | +17.6% |
| 1Y | +40.7% | +25.9% | +14.7% | +27.0% |
| All | +40.7% | +26.0% | +14.7% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling