+65.8%
PL vs EQNR
+183.4%
-117.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.3% |
| 7D | -9.2% | +6.4% | -15.7% | -10.7% |
| 30D | -32.9% | +10.4% | -43.2% | -34.6% |
| 3M | -51.9% | +23.1% | -74.9% | -54.8% |
| 6M | -35.3% | +36.3% | -71.6% | -41.5% |
| YTD | -16.6% | +96.0% | -112.6% | -31.7% |
| 1Y | +70.1% | +94.2% | -24.1% | +39.1% |
| 3Y | +479.2% | +75.3% | +404.0% | +376.9% |
| All | +65.8% | +183.4% | -117.5% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling