+115.5%
ALLY vs EQNR
+279.2%
-163.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -3.3% | +5.7% | -9.0% | -5.4% |
| 30D | -4.1% | +11.3% | -15.3% | -8.1% |
| 3M | +1.4% | +21.5% | -20.1% | -7.3% |
| 6M | +14.4% | +41.8% | -27.5% | -4.4% |
| YTD | -4.9% | +97.3% | -102.3% | -31.8% |
| 1Y | +5.5% | +89.9% | -84.4% | -23.5% |
| 3Y | +66.0% | +76.9% | -10.8% | +20.2% |
| 5Y | -2.4% | +189.2% | -191.6% | -48.3% |
| 10Y | +188.3% | +419.0% | -230.7% | +9.8% |
| All | +115.5% | +279.2% | -163.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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