-24.7%
AR vs EQNR
+314.6%
-339.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -1.3% | +5.7% | -7.1% | -5.4% |
| 30D | +3.5% | +11.3% | -7.7% | -4.7% |
| 3M | +9.9% | +21.5% | -11.6% | -5.9% |
| 6M | +4.5% | +41.8% | -37.3% | -21.5% |
| YTD | +13.7% | +97.3% | -83.7% | -34.2% |
| 1Y | +19.2% | +89.9% | -70.7% | -29.0% |
| 3Y | +46.2% | +76.9% | -30.7% | -10.8% |
| 5Y | +145.9% | +189.2% | -43.3% | +2.5% |
| 10Y | +44.5% | +419.0% | -374.6% | -58.6% |
| All | -24.7% | +314.6% | -339.3% | -76.7% |
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