+86.3%
EQNR vs FDS
-14.4%
+100.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -2.1% |
| 7D | +2.7% | +3.2% | -0.5% | +2.7% |
| 30D | +10.0% | +14.4% | -4.5% | +9.9% |
| 3M | +13.5% | +24.0% | -10.4% | +13.4% |
| 6M | +39.2% | +41.6% | -2.4% | +38.7% |
| YTD | +86.6% | +9.3% | +77.3% | +82.8% |
| All | +86.3% | -14.4% | +100.6% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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