+1,594.6%
T vs SLB
+820.7%
+774.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.6% |
| 7D | +4.3% | -7.7% | +12.1% | +5.8% |
| 30D | -9.7% | -0.7% | -9.0% | -9.8% |
| 3M | -4.3% | 0.0% | -4.3% | -4.7% |
| 6M | -13.7% | -10.4% | -3.2% | -12.6% |
| YTD | -8.0% | +31.5% | -39.4% | -13.5% |
| 1Y | -6.9% | +39.1% | -46.1% | -13.5% |
| 3Y | +59.7% | -5.7% | +65.4% | +56.3% |
| 5Y | +53.4% | +65.4% | -12.0% | +30.3% |
| 10Y | +58.2% | -15.6% | +73.8% | +40.9% |
| All | +1,594.6% | +820.7% | +774.0% | +813.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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