+756.0%
AU vs EQNR
+2,025.8%
-1,269.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -4.3% | +6.4% | -10.7% | -6.6% |
| 30D | +7.3% | +10.4% | -3.0% | +3.1% |
| 3M | +26.3% | +23.1% | +3.2% | +14.9% |
| 6M | +1.8% | +36.3% | -34.5% | -14.5% |
| YTD | +26.8% | +96.0% | -69.2% | -9.1% |
| 1Y | +66.7% | +94.2% | -27.5% | +19.0% |
| 3Y | +579.1% | +75.3% | +503.8% | +394.4% |
| 5Y | +689.3% | +187.2% | +502.1% | +342.6% |
| 10Y | +686.6% | +415.5% | +271.1% | +188.5% |
| All | +756.0% | +2,025.8% | -1,269.8% | +142.8% |
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