+2,028.7%
EQNR vs IBN
+3,796.2%
-1,767.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.2% |
| 7D | +6.4% | -3.0% | +9.4% | +7.2% |
| 30D | +10.4% | -1.5% | +11.9% | +10.7% |
| 3M | +23.1% | +7.9% | +15.2% | +20.3% |
| 6M | +36.3% | +8.6% | +27.7% | +32.0% |
| YTD | +96.0% | -0.6% | +96.5% | +93.7% |
| 1Y | +94.2% | -7.3% | +101.5% | +95.4% |
| 3Y | +75.3% | +26.2% | +49.0% | +60.6% |
| 5Y | +187.2% | +57.8% | +129.4% | +144.0% |
| 10Y | +415.5% | +319.5% | +96.0% | +221.3% |
| All | +2,028.7% | +3,796.2% | -1,767.5% | +824.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 all: compounded portfolio wealth divided by compounded IBN 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…
all analysis · Full analysis span regression · 6 months rolling