+65.4%
SLB vs URI
+178.2%
-112.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -1.1% |
| 7D | -7.7% | -12.9% | +5.2% | -3.0% |
| 30D | -0.7% | -3.4% | +2.7% | +0.3% |
| 3M | 0.0% | -10.0% | +10.0% | +3.5% |
| 6M | -10.4% | +12.2% | -22.6% | -15.4% |
| YTD | +31.5% | +29.8% | +1.7% | +14.9% |
| 1Y | +39.1% | +24.6% | +14.5% | +23.5% |
| 3Y | -5.7% | +137.6% | -143.3% | -38.0% |
| 5Y | +65.4% | +176.6% | -111.2% | +4.4% |
| All | +65.4% | +178.2% | -112.8% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling