+382.6%
DIS vs EQNR
+2,040.5%
-1,658.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.7% |
| 7D | -1.3% | +5.7% | -7.0% | -2.9% |
| 30D | +2.2% | +11.3% | -9.1% | -1.2% |
| 3M | +8.1% | +21.5% | -13.4% | +1.0% |
| 6M | +5.2% | +41.8% | -36.6% | -7.9% |
| YTD | -6.3% | +97.3% | -103.6% | -26.4% |
| 1Y | -7.3% | +89.9% | -97.2% | -26.6% |
| 3Y | +33.8% | +76.9% | -43.1% | +5.6% |
| 5Y | -40.7% | +189.2% | -229.9% | -62.0% |
| 10Y | +24.3% | +419.0% | -394.8% | -38.7% |
| All | +382.6% | +2,040.5% | -1,658.0% | +69.8% |
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