+126.5%
EQNR vs FGI
-66.2%
+192.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.4% | -9.7% | -0.3% |
| 7D | +5.7% | +22.8% | -17.0% | +5.7% |
| 30D | +11.3% | +85.9% | -74.7% | +10.7% |
| 3M | +21.5% | +32.4% | -10.9% | +21.2% |
| 6M | +41.8% | +106.3% | -64.5% | +39.6% |
| YTD | +97.3% | +48.4% | +48.9% | +95.3% |
| 1Y | +89.9% | +116.4% | -26.5% | +82.0% |
| 3Y | +76.9% | +9.2% | +67.7% | +69.2% |
| All | +126.5% | -66.2% | +192.6% | +118.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling