+3,309.9%
V vs SLB
-8.8%
+3,318.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -2.1% |
| 7D | +2.9% | -7.7% | +10.7% | +5.3% |
| 30D | +14.0% | -0.7% | +14.7% | +14.0% |
| 3M | +14.9% | 0.0% | +14.9% | +14.2% |
| 6M | +31.7% | -10.4% | +42.2% | +34.3% |
| YTD | +21.2% | +31.5% | -10.2% | +9.0% |
| 1Y | +25.3% | +39.1% | -13.9% | +10.5% |
| 3Y | +77.5% | -5.7% | +83.2% | +71.4% |
| 5Y | +102.6% | +65.4% | +37.1% | +53.1% |
| 10Y | +464.3% | -15.6% | +479.9% | +373.8% |
| All | +3,309.9% | -8.8% | +3,318.7% | +2,285.7% |
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