+299.5%
IOVA vs EQNR
+85.2%
+214.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.1% |
| 7D | +9.7% | +1.7% | +8.0% | +9.7% |
| 30D | +102.5% | +11.5% | +91.1% | +102.4% |
| 3M | +100.7% | +12.9% | +87.8% | +99.4% |
| 6M | +106.3% | +36.0% | +70.4% | +100.6% |
| YTD | +222.0% | +84.1% | +137.9% | +205.0% |
| 1Y | +299.5% | +83.8% | +215.8% | +280.1% |
| All | +299.5% | +85.2% | +214.3% | +280.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling