+94.2%
EQNR vs HRB
-6.2%
+100.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +6.4% | -8.0% | +14.5% | +6.4% |
| 30D | +10.4% | -16.0% | +26.3% | +10.4% |
| 3M | +23.1% | +26.9% | -3.8% | +22.5% |
| 6M | +36.3% | +51.1% | -14.8% | +35.8% |
| YTD | +96.0% | +7.1% | +88.9% | +90.8% |
| 1Y | +94.2% | -9.6% | +103.8% | +87.4% |
| All | +94.2% | -6.2% | +100.4% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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