+382.0%
BEN vs EQNR
+2,025.8%
-1,643.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -3.1% | +6.4% | -9.5% | -5.6% |
| 30D | +0.2% | +10.4% | -10.2% | -4.0% |
| 3M | +6.8% | +23.1% | -16.2% | -3.3% |
| 6M | +38.1% | +36.3% | +1.8% | +17.0% |
| YTD | +44.3% | +96.0% | -51.6% | +3.9% |
| 1Y | +42.6% | +94.2% | -51.7% | +2.4% |
| 3Y | +52.3% | +75.3% | -22.9% | +10.2% |
| 5Y | +37.6% | +187.2% | -149.6% | -25.7% |
| 10Y | +55.4% | +415.5% | -360.1% | -40.6% |
| All | +382.0% | +2,025.8% | -1,643.9% | +29.1% |
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