+87.4%
EQNR vs AEE
+13.9%
+73.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.5% | -8.7% | -6.0% |
| 7D | -10.2% | +4.7% | -14.9% | -10.1% |
| 30D | +1.1% | +13.4% | -12.4% | +1.3% |
| 3M | +10.3% | +4.1% | +6.3% | +10.3% |
| 6M | +5.7% | +2.0% | +3.6% | +5.9% |
| YTD | +87.2% | +15.6% | +71.6% | +76.8% |
| 1Y | +87.4% | +14.1% | +73.3% | +78.3% |
| All | +87.4% | +13.9% | +73.5% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling