+1,747.5%
PBR vs EQNR
+2,025.8%
-278.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.3% |
| 7D | +5.4% | +6.4% | -1.1% | -0.1% |
| 30D | +22.9% | +10.4% | +12.5% | +13.0% |
| 3M | +19.6% | +23.1% | -3.5% | -0.8% |
| 6M | +16.5% | +36.3% | -19.8% | -13.6% |
| YTD | +86.7% | +96.0% | -9.3% | +0.5% |
| 1Y | +74.7% | +94.2% | -19.5% | -5.7% |
| 3Y | +102.6% | +75.3% | +27.3% | +12.1% |
| 5Y | +566.6% | +187.2% | +379.4% | +114.7% |
| 10Y | +686.1% | +415.5% | +270.6% | +53.9% |
| All | +1,747.5% | +2,025.8% | -278.3% | +112.8% |
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