+958.5%
SLB vs WM
+26,336.4%
-25,377.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | +15.8% | -2.4% | +18.2% | +16.4% |
| 3M | -0.3% | +0.4% | -0.8% | -0.6% |
| 6M | +21.3% | -9.5% | +30.8% | +23.7% |
| YTD | +52.3% | +0.5% | +51.8% | +51.5% |
| 1Y | +63.6% | -1.1% | +64.7% | +63.1% |
| 3Y | +3.8% | +46.0% | -42.3% | -6.1% |
| 5Y | +128.6% | +51.8% | +76.8% | +104.2% |
| 10Y | -3.1% | +307.5% | -310.6% | -28.9% |
| All | +958.5% | +26,336.4% | -25,377.9% | +554.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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