-5.8%
SLB vs UUUU
+465.5%
-471.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.9% |
| 7D | -2.5% | -10.5% | +8.0% | -0.8% |
| 30D | +7.1% | -10.5% | +17.6% | +8.7% |
| 3M | +0.6% | -14.1% | +14.8% | +2.0% |
| 6M | +17.6% | -35.5% | +53.1% | +23.2% |
| YTD | +48.5% | -10.9% | +59.4% | +44.4% |
| 1Y | +59.4% | +3.4% | +56.0% | +46.1% |
| 3Y | -0.4% | +73.1% | -73.5% | -23.1% |
| 5Y | +133.8% | +87.1% | +46.6% | +66.8% |
| All | -5.8% | +465.5% | -471.3% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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