+75.3%
EQNR vs BUD
+44.9%
+30.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | +6.4% | -2.6% | +9.1% | +6.5% |
| 30D | +10.4% | -1.2% | +11.6% | +10.4% |
| 3M | +23.1% | -4.9% | +28.0% | +23.3% |
| 6M | +36.3% | +9.3% | +27.0% | +35.5% |
| YTD | +96.0% | +24.0% | +72.0% | +90.7% |
| 1Y | +94.2% | +34.5% | +59.7% | +86.6% |
| 3Y | +75.3% | +43.7% | +31.6% | +71.8% |
| All | +75.3% | +44.9% | +30.3% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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