+182.0%
EQNR vs BUD
+44.8%
+137.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | +6.4% | -2.6% | +9.1% | +6.7% |
| 30D | +10.4% | -1.2% | +11.6% | +10.4% |
| 3M | +23.1% | -4.9% | +28.0% | +23.7% |
| 6M | +36.3% | +9.3% | +27.0% | +34.2% |
| YTD | +96.0% | +24.0% | +72.0% | +88.3% |
| 1Y | +94.2% | +34.5% | +59.7% | +83.8% |
| 3Y | +75.3% | +43.7% | +31.6% | +63.0% |
| All | +182.0% | +44.8% | +137.3% | +154.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling