+2,028.7%
EQNR vs BRKR
+172.1%
+1,856.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.7% |
| 7D | +6.4% | -8.7% | +15.1% | +7.7% |
| 30D | +10.4% | -9.9% | +20.2% | +11.8% |
| 3M | +23.1% | -3.1% | +26.2% | +22.3% |
| 6M | +36.3% | +45.5% | -9.2% | +25.8% |
| YTD | +96.0% | +13.7% | +82.3% | +86.9% |
| 1Y | +94.2% | +67.4% | +26.8% | +73.3% |
| 3Y | +75.3% | -13.2% | +88.5% | +68.2% |
| 5Y | +187.2% | -39.5% | +226.7% | +186.9% |
| 10Y | +415.5% | +153.5% | +262.0% | +307.0% |
| All | +2,028.7% | +172.1% | +1,856.6% | +1,257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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