+2,049.1%
EQNR vs SUI
+1,350.3%
+698.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.6% | +4.7% |
| 7D | +3.8% | -4.3% | +8.1% | +5.4% |
| 30D | +11.4% | -2.1% | +13.5% | +12.1% |
| 3M | +24.8% | -6.1% | +30.9% | +27.5% |
| 6M | +42.3% | -12.8% | +55.0% | +48.7% |
| YTD | +97.9% | -4.6% | +102.5% | +99.9% |
| 1Y | +95.9% | -7.7% | +103.6% | +99.7% |
| 3Y | +77.3% | +10.9% | +66.4% | +64.2% |
| 5Y | +195.3% | -32.4% | +227.7% | +223.1% |
| 10Y | +420.4% | +105.7% | +314.7% | +243.7% |
| All | +2,049.1% | +1,350.3% | +698.8% | +457.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling