+1.4%
SLB vs WTW
+60.9%
-59.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.3% |
| 7D | -1.9% | -7.1% | +5.3% | -1.2% |
| 30D | +7.8% | -8.5% | +16.3% | +8.7% |
| 3M | +2.7% | +20.6% | -17.9% | +0.5% |
| 6M | +22.2% | +7.2% | +15.0% | +21.1% |
| YTD | +51.1% | -3.9% | +54.9% | +52.8% |
| 1Y | +63.3% | -3.6% | +66.9% | +65.0% |
| All | +1.4% | +60.9% | -59.5% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling