+403.3%
EQNR vs UUUU
-92.8%
+496.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.0% | +4.3% | -0.2% |
| 7D | +6.4% | -10.5% | +16.9% | +7.6% |
| 30D | +10.4% | -10.5% | +20.9% | +11.3% |
| 3M | +23.1% | -14.1% | +37.2% | +24.0% |
| 6M | +36.3% | -35.5% | +71.8% | +39.4% |
| YTD | +96.0% | -10.9% | +106.9% | +91.5% |
| 1Y | +94.2% | +3.4% | +90.9% | +83.5% |
| 3Y | +75.3% | +73.1% | +2.1% | +50.2% |
| 5Y | +187.2% | +87.1% | +100.1% | +135.1% |
| 10Y | +415.5% | +463.0% | -47.6% | +240.7% |
| All | +403.3% | -92.8% | +496.1% | +271.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling