+229.9%
MDT vs EQNR
+2,025.8%
-1,796.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.6% |
| 7D | -3.4% | +6.4% | -9.8% | -4.6% |
| 30D | +0.2% | +10.4% | -10.1% | -1.8% |
| 3M | +14.3% | +23.1% | -8.8% | +9.1% |
| 6M | +4.0% | +36.3% | -32.3% | -3.6% |
| YTD | -3.7% | +96.0% | -99.6% | -17.6% |
| 1Y | -0.4% | +94.2% | -94.6% | -14.8% |
| 3Y | +23.3% | +75.3% | -51.9% | +5.8% |
| 5Y | -18.9% | +187.2% | -206.1% | -39.9% |
| 10Y | +39.2% | +415.5% | -376.3% | -13.8% |
| All | +229.9% | +2,025.8% | -1,796.0% | +74.0% |
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