+36.3%
EQNR vs EFV
+13.5%
+22.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | +0.6% |
| 7D | +6.4% | -0.8% | +7.2% | +5.5% |
| 30D | +10.4% | +0.6% | +9.7% | +11.3% |
| 3M | +23.1% | +7.5% | +15.6% | +33.4% |
| 6M | +36.3% | +13.0% | +23.3% | +59.5% |
| All | +36.3% | +13.5% | +22.8% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 6mo: compounded portfolio wealth divided by compounded EFV 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…
6mo analysis · Full analysis span regression · 6 months rolling