+618.1%
EWZ vs EQNR
+2,040.5%
-1,422.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +1.1% | +5.7% | -4.6% | -2.2% |
| 30D | +13.5% | +11.3% | +2.2% | +6.4% |
| 3M | +15.2% | +21.5% | -6.3% | +1.1% |
| 6M | +3.7% | +41.8% | -38.1% | -19.7% |
| YTD | +22.5% | +97.3% | -74.8% | -23.0% |
| 1Y | +35.3% | +89.9% | -54.7% | -13.6% |
| 3Y | +50.2% | +76.9% | -26.7% | -5.3% |
| 5Y | +64.6% | +189.2% | -124.6% | -31.0% |
| 10Y | +95.0% | +419.0% | -324.0% | -48.8% |
| All | +618.1% | +2,040.5% | -1,422.5% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQNR.
Daily Out/Under-Performance
Portfolio return minus EQNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQNR 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 EQNR 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