+2,028.7%
EQNR vs RGEN
+6,782.5%
-4,753.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +6.4% | -1.4% | +7.9% | +6.5% |
| 30D | +10.4% | -0.3% | +10.7% | +10.3% |
| 3M | +23.1% | +23.9% | -0.8% | +20.7% |
| 6M | +36.3% | +38.5% | -2.2% | +32.0% |
| YTD | +96.0% | +0.8% | +95.2% | +94.3% |
| 1Y | +94.2% | +38.2% | +56.0% | +87.3% |
| 3Y | +75.3% | +1.3% | +74.0% | +70.0% |
| 5Y | +187.2% | -44.0% | +231.2% | +185.9% |
| 10Y | +415.5% | +413.1% | +2.3% | +314.2% |
| All | +2,028.7% | +6,782.5% | -4,753.8% | +1,209.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling