+274.3%
GIS vs EQNR
+2,025.8%
-1,751.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -6.4% | +6.4% | -12.8% | -6.9% |
| 30D | -6.1% | +10.4% | -16.5% | -7.0% |
| 3M | +7.8% | +23.1% | -15.3% | +5.5% |
| 6M | -8.8% | +36.3% | -45.1% | -12.1% |
| YTD | -19.1% | +96.0% | -115.1% | -24.9% |
| 1Y | -24.8% | +94.2% | -119.0% | -30.2% |
| 3Y | -37.6% | +75.3% | -112.8% | -41.9% |
| 5Y | -25.4% | +187.2% | -212.6% | -35.2% |
| 10Y | -19.6% | +415.5% | -435.1% | -37.2% |
| All | +274.3% | +2,025.8% | -1,751.5% | +148.6% |
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