+1,887.4%
ITUB vs EQNR
+2,207.9%
-320.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.0% | +0.7% |
| 7D | +2.2% | +6.4% | -4.2% | -1.5% |
| 30D | +12.6% | +10.4% | +2.3% | +6.1% |
| 3M | +6.4% | +23.1% | -16.7% | -7.3% |
| 6M | +0.6% | +36.3% | -35.7% | -20.5% |
| YTD | +18.8% | +96.0% | -77.1% | -25.3% |
| 1Y | +31.0% | +94.2% | -63.2% | -17.7% |
| 3Y | +118.1% | +75.3% | +42.8% | +36.3% |
| 5Y | +193.0% | +187.2% | +5.8% | +20.9% |
| 10Y | +217.1% | +415.5% | -198.4% | -22.0% |
| All | +1,887.4% | +2,207.9% | -320.5% | +207.8% |
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