+182.0%
EQNR vs HRB
+114.1%
+68.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | +6.4% | -8.0% | +14.5% | +7.3% |
| 30D | +10.4% | -16.0% | +26.3% | +12.2% |
| 3M | +23.1% | +26.9% | -3.8% | +19.3% |
| 6M | +36.3% | +51.1% | -14.8% | +28.9% |
| YTD | +96.0% | +7.1% | +88.9% | +93.6% |
| 1Y | +94.2% | -9.6% | +103.8% | +96.5% |
| 3Y | +75.3% | +25.4% | +49.9% | +66.1% |
| All | +182.0% | +114.1% | +68.0% | +148.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling