-92.6%
IOVA vs EQNR
+374.4%
-467.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.2% | -3.4% |
| 7D | -6.4% | +5.7% | -12.2% | -8.2% |
| 30D | +25.4% | +11.3% | +14.1% | +21.0% |
| 3M | +115.3% | +21.5% | +93.8% | +100.8% |
| 6M | +56.5% | +41.8% | +14.7% | +35.5% |
| YTD | +198.2% | +97.3% | +100.8% | +128.7% |
| 1Y | +242.0% | +89.9% | +152.1% | +165.5% |
| 3Y | +36.8% | +76.9% | -40.0% | +6.6% |
| 5Y | -64.3% | +189.2% | -253.5% | -78.0% |
| 10Y | +2.6% | +419.0% | -416.4% | -53.5% |
| All | -92.6% | +374.4% | -467.0% | -96.8% |
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