+163.7%
IP vs EQNR
+1,958.9%
-1,795.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -3.2% |
| 7D | +0.1% | -1.9% | +2.0% | +0.7% |
| 30D | -11.2% | +12.6% | -23.8% | -15.4% |
| 3M | +12.3% | +16.5% | -4.2% | +4.1% |
| 6M | -5.2% | +31.8% | -37.0% | -18.7% |
| YTD | -4.0% | +89.8% | -93.8% | -29.4% |
| 1Y | -19.2% | +87.6% | -106.8% | -40.6% |
| 3Y | +20.3% | +70.1% | -49.8% | -11.5% |
| 5Y | -17.5% | +181.1% | -198.6% | -54.4% |
| 10Y | +21.2% | +370.9% | -349.7% | -51.0% |
| All | +163.7% | +1,958.9% | -1,795.3% | -23.4% |
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