+75.3%
EQNR vs SUI
+9.4%
+65.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | +6.4% | -4.2% | +10.6% | +6.9% |
| 30D | +10.4% | -3.3% | +13.6% | +10.7% |
| 3M | +23.1% | -8.2% | +31.3% | +24.2% |
| 6M | +36.3% | -14.5% | +50.8% | +38.7% |
| YTD | +96.0% | -5.9% | +101.9% | +96.8% |
| 1Y | +94.2% | -9.7% | +103.9% | +96.0% |
| 3Y | +75.3% | +7.7% | +67.6% | +76.9% |
| All | +75.3% | +9.4% | +65.9% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling