+87.5%
EQNR vs BWA
+9.6%
+78.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.7% | +5.1% | -1.2% |
| 7D | -10.6% | -10.8% | +0.2% | -11.7% |
| 30D | -1.1% | -25.0% | +23.9% | -4.1% |
| 3M | +12.6% | -28.6% | +41.3% | +8.9% |
| 6M | +4.9% | -16.6% | +21.5% | +3.9% |
| YTD | +86.1% | +6.3% | +79.8% | +78.5% |
| 1Y | +87.5% | +7.2% | +80.3% | +80.2% |
| All | +87.5% | +9.6% | +78.0% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling