+531.2%
MTB vs EQNR
+2,025.8%
-1,494.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | 0.0% | +6.4% | -6.4% | -2.1% |
| 30D | -4.8% | +10.4% | -15.2% | -8.0% |
| 3M | +6.0% | +23.1% | -17.1% | -2.0% |
| 6M | +19.6% | +36.3% | -16.7% | +5.3% |
| YTD | +21.5% | +96.0% | -74.5% | -6.0% |
| 1Y | +24.7% | +94.2% | -69.5% | -3.6% |
| 3Y | +108.6% | +75.3% | +33.3% | +62.0% |
| 5Y | +106.7% | +187.2% | -80.5% | +28.1% |
| 10Y | +172.5% | +415.5% | -243.0% | +32.5% |
| All | +531.2% | +2,025.8% | -1,494.7% | +125.2% |
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