+14.8%
IVV vs EQNR
+89.2%
-74.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.2% | +7.8% | +0.9% |
| 7D | -0.7% | -10.2% | +9.5% | -1.8% |
| 30D | -1.0% | +1.1% | -2.1% | -0.8% |
| 3M | -0.3% | +10.3% | -10.6% | +1.1% |
| 6M | +7.4% | +5.7% | +1.7% | +8.6% |
| YTD | +13.4% | +87.2% | -73.8% | +16.0% |
| 1Y | +14.8% | +87.4% | -72.6% | +17.6% |
| All | +14.8% | +89.2% | -74.4% | +17.6% |
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