+87.5%
EQNR vs DVA
+62.8%
+24.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.5% |
| 7D | -10.6% | +0.8% | -11.4% | -10.4% |
| 30D | -1.1% | +8.0% | -9.1% | -0.3% |
| 3M | +12.6% | +3.2% | +9.4% | +13.3% |
| 6M | +4.9% | +24.1% | -19.1% | +10.2% |
| YTD | +86.1% | +71.5% | +14.6% | +95.4% |
| 1Y | +87.5% | +60.8% | +26.7% | +98.8% |
| All | +87.5% | +62.8% | +24.8% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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