+87.4%
EQNR vs FGI
+38.7%
+48.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -5.0% | -1.2% | -6.3% |
| 7D | -10.2% | +3.3% | -13.5% | -10.1% |
| 30D | +1.1% | -2.0% | +3.1% | +1.1% |
| 3M | +10.3% | +60.3% | -49.9% | +13.4% |
| 6M | +5.7% | +0.7% | +4.9% | +7.3% |
| YTD | +87.2% | +30.2% | +57.0% | +100.0% |
| 1Y | +87.4% | +44.4% | +43.0% | +95.7% |
| All | +87.4% | +38.7% | +48.7% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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