+386.6%
EQNR vs BR
+1,278.7%
-892.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +6.4% | -3.0% | +9.4% | +7.8% |
| 30D | +10.4% | -0.3% | +10.7% | +10.2% |
| 3M | +23.1% | +17.3% | +5.8% | +13.2% |
| 6M | +36.3% | -6.7% | +43.0% | +38.5% |
| YTD | +96.0% | -23.4% | +119.4% | +117.0% |
| 1Y | +94.2% | -32.7% | +126.9% | +128.3% |
| 3Y | +75.3% | -5.9% | +81.2% | +70.4% |
| 5Y | +187.2% | +8.4% | +178.8% | +149.1% |
| 10Y | +415.5% | +189.2% | +226.3% | +148.7% |
| All | +386.6% | +1,278.7% | -892.2% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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