+180.0%
EQNR vs DVA
+51.2%
+128.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -0.7% |
| 7D | +5.8% | +2.9% | +2.9% | +5.7% |
| 30D | +9.2% | +5.1% | +4.1% | +9.0% |
| 3M | +24.3% | -9.3% | +33.6% | +24.8% |
| 6M | +28.9% | +25.6% | +3.3% | +27.4% |
| YTD | +94.8% | +66.6% | +28.2% | +88.1% |
| 1Y | +92.6% | +42.2% | +50.5% | +88.2% |
| 3Y | +70.7% | +92.4% | -21.8% | +63.5% |
| 5Y | +180.0% | +54.8% | +125.3% | +165.6% |
| All | +180.0% | +51.2% | +128.8% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling