+130.8%
SLB vs URI
+200.7%
-69.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | +0.8% | -2.0% | +2.8% | +1.6% |
| 30D | +15.8% | -12.9% | +28.8% | +21.9% |
| 3M | -0.3% | -6.7% | +6.4% | +1.6% |
| 6M | +21.3% | +19.0% | +2.3% | +10.9% |
| YTD | +52.3% | +25.5% | +26.8% | +35.1% |
| 1Y | +63.6% | +5.5% | +58.1% | +55.1% |
| 3Y | +3.8% | +111.3% | -107.5% | -29.0% |
| All | +130.8% | +200.7% | -69.9% | +29.5% |
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