+75.3%
EQNR vs UUUU
+74.5%
+0.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.6% |
| 7D | +6.4% | -10.5% | +16.9% | +6.6% |
| 30D | +10.4% | -10.5% | +20.9% | +10.4% |
| 3M | +23.1% | -14.1% | +37.2% | +23.4% |
| 6M | +36.3% | -35.5% | +71.8% | +37.3% |
| YTD | +96.0% | -10.9% | +106.9% | +92.8% |
| 1Y | +94.2% | +3.4% | +90.9% | +86.5% |
| 3Y | +75.3% | +73.1% | +2.1% | +56.1% |
| All | +75.3% | +74.5% | +0.7% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling