-4.8%
SLB vs WU
-41.4%
+36.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | +0.4% |
| 7D | +0.4% | -0.8% | +1.3% | +0.8% |
| 30D | +13.6% | -1.1% | +14.7% | +13.9% |
| 3M | +1.5% | -1.8% | +3.3% | -0.4% |
| 6M | +23.0% | -23.9% | +46.9% | +36.3% |
| YTD | +51.2% | -20.4% | +71.6% | +63.1% |
| 1Y | +63.5% | -10.6% | +74.1% | +63.9% |
| 3Y | +2.5% | -27.7% | +30.3% | +11.5% |
| 5Y | +139.2% | -51.1% | +190.3% | +219.6% |
| 10Y | -4.8% | -40.7% | +36.0% | +19.4% |
| All | -4.8% | -41.4% | +36.6% | +19.4% |
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