+182.0%
EQNR vs FWONK
+97.7%
+84.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +6.4% | +0.1% | +6.3% | +6.4% |
| 30D | +10.4% | -7.7% | +18.1% | +11.8% |
| 3M | +23.1% | +5.7% | +17.4% | +21.7% |
| 6M | +36.3% | +13.5% | +22.8% | +32.3% |
| YTD | +96.0% | -3.0% | +98.9% | +96.7% |
| 1Y | +94.2% | -6.4% | +100.6% | +96.4% |
| 3Y | +75.3% | +43.8% | +31.4% | +55.3% |
| All | +182.0% | +97.7% | +84.3% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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