+81.5%
PFE vs EQNR
+2,040.5%
-1,959.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -4.0% | +5.7% | -9.8% | -5.1% |
| 30D | +3.9% | +11.3% | -7.4% | +1.6% |
| 3M | +9.9% | +21.5% | -11.6% | +5.3% |
| 6M | +5.3% | +41.8% | -36.5% | -2.9% |
| YTD | +16.8% | +97.3% | -80.6% | +0.5% |
| 1Y | +20.4% | +89.9% | -69.5% | +4.2% |
| 3Y | -2.1% | +76.9% | -78.9% | -15.6% |
| 5Y | -21.0% | +189.2% | -210.2% | -40.6% |
| 10Y | +34.6% | +419.0% | -384.4% | -16.2% |
| All | +81.5% | +2,040.5% | -1,959.0% | -15.4% |
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