+75.3%
EQNR vs RBA
+29.8%
+45.5%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.8% | -4.5% | -0.8% |
| 7D | +6.4% | +0.1% | +6.4% | +6.4% |
| 30D | +10.4% | -2.9% | +13.3% | +10.4% |
| 3M | +23.1% | -20.9% | +44.0% | +23.8% |
| 6M | +36.3% | -17.7% | +54.0% | +36.7% |
| YTD | +96.0% | -18.2% | +114.1% | +96.3% |
| 1Y | +94.2% | -29.1% | +123.3% | +98.2% |
| 3Y | +75.3% | +29.5% | +45.7% | +71.2% |
| All | +75.3% | +29.8% | +45.5% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling