-14.4%
SLB vs UUUU
+377.1%
-391.5%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.5% |
| 7D | +2.6% | +1.4% | +1.2% | +2.2% |
| 30D | +4.4% | -27.9% | +32.3% | +9.7% |
| 3M | -2.7% | -53.8% | +51.1% | +9.5% |
| 6M | -7.5% | -68.1% | +60.6% | +9.3% |
| YTD | +34.8% | -54.1% | +88.9% | +45.3% |
| 1Y | +44.6% | -57.8% | +102.4% | +56.9% |
| 3Y | +3.2% | -15.4% | +18.6% | -10.8% |
| 5Y | +73.6% | -39.2% | +112.8% | +49.7% |
| All | -14.4% | +377.1% | -391.5% | -54.6% |
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