-17.3%
SLB vs WU
-35.7%
+18.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.5% |
| 7D | -4.3% | +11.0% | -15.3% | -9.0% |
| 30D | +1.9% | +13.4% | -11.5% | -4.3% |
| 3M | -5.7% | +2.2% | -7.9% | -7.6% |
| 6M | -5.3% | -18.2% | +12.9% | +0.9% |
| YTD | +32.2% | -18.3% | +50.4% | +39.7% |
| 1Y | +38.5% | -12.2% | +50.7% | +40.8% |
| 3Y | +1.1% | -20.8% | +21.9% | +4.5% |
| 5Y | +70.3% | -42.6% | +112.8% | +103.8% |
| 10Y | -17.3% | -35.5% | +18.2% | +0.6% |
| All | -17.3% | -35.7% | +18.4% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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