+75.3%
EQNR vs AEE
+46.3%
+29.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | +6.4% | -0.8% | +7.2% | +6.5% |
| 30D | +10.4% | -2.9% | +13.3% | +10.7% |
| 3M | +23.1% | -2.4% | +25.5% | +23.2% |
| 6M | +36.3% | -2.7% | +39.0% | +36.3% |
| YTD | +96.0% | +7.3% | +88.7% | +92.6% |
| 1Y | +94.2% | +7.5% | +86.7% | +90.7% |
| 3Y | +75.3% | +46.2% | +29.1% | +63.8% |
| All | +75.3% | +46.3% | +29.0% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling