+2,043.4%
EQNR vs RBA
+2,641.6%
-598.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | +5.7% | -3.3% | +9.0% | +6.8% |
| 30D | +11.3% | -9.8% | +21.1% | +14.7% |
| 3M | +21.5% | -23.5% | +45.0% | +30.4% |
| 6M | +41.8% | -21.5% | +63.4% | +50.3% |
| YTD | +97.3% | -21.2% | +118.5% | +107.5% |
| 1Y | +89.9% | -30.2% | +120.1% | +107.1% |
| 3Y | +76.9% | +25.3% | +51.5% | +54.5% |
| 5Y | +189.2% | +35.1% | +154.1% | +135.4% |
| 10Y | +419.0% | +191.9% | +227.2% | +196.5% |
| All | +2,043.4% | +2,641.6% | -598.1% | +601.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling