+521.6%
IQV vs EQNR
+300.1%
+221.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | -2.2% | +6.4% | -8.7% | -3.5% |
| 30D | +8.3% | +10.4% | -2.1% | +6.0% |
| 3M | +44.6% | +23.1% | +21.5% | +37.7% |
| 6M | +52.6% | +36.3% | +16.3% | +40.5% |
| YTD | +16.1% | +96.0% | -79.8% | -2.1% |
| 1Y | +37.3% | +94.2% | -56.9% | +15.6% |
| 3Y | +21.6% | +75.3% | -53.7% | +2.8% |
| 5Y | +0.5% | +187.2% | -186.7% | -28.4% |
| 10Y | +239.7% | +415.5% | -175.8% | +98.2% |
| All | +521.6% | +300.1% | +221.6% | +249.4% |
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