+83.8%
EQNR vs BWA
+59.1%
+24.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.0% |
| 7D | +1.7% | +5.7% | -4.0% | +2.3% |
| 30D | +11.5% | +1.4% | +10.1% | +11.8% |
| 3M | +12.9% | -12.1% | +25.0% | +11.9% |
| 6M | +36.0% | +28.6% | +7.4% | +40.6% |
| YTD | +84.1% | +51.1% | +33.0% | +87.7% |
| 1Y | +83.8% | +55.9% | +27.9% | +88.0% |
| All | +83.8% | +59.1% | +24.7% | +88.0% |
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