+151.0%
SLB vs URI
+7,377.6%
-7,226.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.1% | +3.4% | -1.7% |
| 7D | -7.7% | -12.9% | +5.2% | -4.1% |
| 30D | -0.7% | -3.4% | +2.7% | +0.1% |
| 3M | 0.0% | -10.0% | +10.0% | +2.7% |
| 6M | -10.4% | +12.2% | -22.6% | -14.1% |
| YTD | +31.5% | +29.8% | +1.7% | +19.4% |
| 1Y | +39.1% | +24.6% | +14.5% | +27.8% |
| 3Y | -5.7% | +137.6% | -143.3% | -29.1% |
| 5Y | +65.4% | +176.6% | -111.2% | +16.8% |
| 10Y | -15.6% | +1,402.6% | -1,418.1% | -61.4% |
| All | +151.0% | +7,377.6% | -7,226.5% | -47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling