+87.5%
EQNR vs RGEN
+15.1%
+72.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.8% | -1.6% |
| 7D | -10.6% | -10.7% | +0.1% | -12.5% |
| 30D | -1.1% | -3.6% | +2.6% | -1.6% |
| 3M | +12.6% | +6.2% | +6.4% | +14.9% |
| 6M | +4.9% | +34.1% | -29.2% | +13.2% |
| YTD | +86.1% | +2.8% | +83.3% | +98.8% |
| 1Y | +87.5% | +15.5% | +72.0% | +101.6% |
| All | +87.5% | +15.1% | +72.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling