+1,145.9%
DELL vs EQNR
+183.4%
+962.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.7% | +12.7% | +12.1% |
| 7D | +8.2% | +6.4% | +1.8% | +7.1% |
| 30D | +17.1% | +10.4% | +6.7% | +14.9% |
| 3M | +45.2% | +23.1% | +22.1% | +39.1% |
| 6M | +286.8% | +36.3% | +250.5% | +256.4% |
| YTD | +354.8% | +96.0% | +258.8% | +285.8% |
| 1Y | +358.3% | +94.2% | +264.0% | +288.3% |
| 3Y | +724.9% | +75.3% | +649.6% | +602.9% |
| All | +1,145.9% | +183.4% | +962.6% | +875.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling