+2,028.7%
EQNR vs NVMI
+6,201.9%
-4,173.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | +6.4% | -0.1% | +6.5% | +6.4% |
| 30D | +10.4% | -8.4% | +18.8% | +11.0% |
| 3M | +23.1% | -33.6% | +56.6% | +26.3% |
| 6M | +36.3% | -14.7% | +51.0% | +36.3% |
| YTD | +96.0% | +13.2% | +82.7% | +91.0% |
| 1Y | +94.2% | +29.0% | +65.2% | +86.7% |
| 3Y | +75.3% | +215.0% | -139.7% | +53.2% |
| 5Y | +187.2% | +268.6% | -81.4% | +144.8% |
| 10Y | +415.5% | +3,124.7% | -2,709.2% | +275.3% |
| All | +2,028.7% | +6,201.9% | -4,173.2% | +1,303.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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