+454.0%
EQNR vs BUD
+191.0%
+263.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | +5.7% | -3.2% | +8.9% | +7.3% |
| 30D | +11.3% | -3.7% | +15.0% | +13.0% |
| 3M | +21.5% | -4.4% | +25.9% | +23.4% |
| 6M | +41.8% | +7.7% | +34.1% | +34.2% |
| YTD | +97.3% | +23.1% | +74.3% | +74.0% |
| 1Y | +89.9% | +33.6% | +56.3% | +60.0% |
| 3Y | +76.9% | +44.7% | +32.1% | +37.8% |
| 5Y | +189.2% | +44.9% | +144.3% | +114.3% |
| 10Y | +419.0% | -23.1% | +442.1% | +418.1% |
| All | +454.0% | +191.0% | +263.0% | +111.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling