+409.3%
EQNR vs SUI
+101.8%
+307.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +6.4% | -4.2% | +10.6% | +7.6% |
| 30D | +10.4% | -3.3% | +13.6% | +11.2% |
| 3M | +23.1% | -8.2% | +31.3% | +25.7% |
| 6M | +36.3% | -14.5% | +50.8% | +41.4% |
| YTD | +96.0% | -5.9% | +101.9% | +98.1% |
| 1Y | +94.2% | -9.7% | +103.9% | +98.2% |
| 3Y | +75.3% | +7.7% | +67.6% | +67.1% |
| 5Y | +187.2% | -31.9% | +219.1% | +210.4% |
| All | +409.3% | +101.8% | +307.4% | +374.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling