+409.3%
EQNR vs UUUU
+465.5%
-56.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.1% |
| 7D | +6.4% | -10.5% | +16.9% | +7.8% |
| 30D | +10.4% | -10.5% | +20.9% | +11.5% |
| 3M | +23.1% | -14.1% | +37.2% | +24.2% |
| 6M | +36.3% | -35.5% | +71.8% | +40.2% |
| YTD | +96.0% | -10.9% | +106.9% | +89.3% |
| 1Y | +94.2% | +3.4% | +90.9% | +78.7% |
| 3Y | +75.3% | +73.1% | +2.1% | +39.6% |
| 5Y | +187.2% | +87.1% | +100.1% | +112.1% |
| All | +409.3% | +465.5% | -56.2% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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