-4.8%
SLB vs WAT
+153.6%
-158.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.1% |
| 7D | +0.4% | -0.7% | +1.2% | +0.7% |
| 30D | +13.6% | -1.0% | +14.6% | +13.9% |
| 3M | +1.5% | +10.9% | -9.4% | -2.6% |
| 6M | +23.0% | +33.2% | -10.2% | +9.0% |
| YTD | +51.2% | +6.1% | +45.1% | +45.3% |
| 1Y | +63.5% | +30.2% | +33.3% | +44.1% |
| 3Y | +2.5% | +52.9% | -50.4% | -19.2% |
| 5Y | +139.2% | -5.1% | +144.3% | +128.3% |
| 10Y | -4.8% | +152.6% | -157.4% | -45.1% |
| All | -4.8% | +153.6% | -158.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling