+797.4%
PM vs EQNR
+319.3%
+478.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.2% |
| 7D | +1.9% | +5.7% | -3.8% | +0.6% |
| 30D | +1.9% | +11.3% | -9.4% | -0.7% |
| 3M | +4.6% | +21.5% | -16.9% | -0.6% |
| 6M | +11.7% | +41.8% | -30.2% | +1.5% |
| YTD | +20.4% | +97.3% | -77.0% | +0.7% |
| 1Y | +19.0% | +89.9% | -71.0% | +0.2% |
| 3Y | +130.4% | +76.9% | +53.5% | +93.2% |
| 5Y | +131.5% | +189.2% | -57.7% | +63.6% |
| 10Y | +218.7% | +419.0% | -200.4% | +79.2% |
| All | +797.4% | +319.3% | +478.1% | +327.8% |
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