-1.9%
POET vs EQNR
+183.4%
-185.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.7% |
| 7D | +0.4% | +6.4% | -6.1% | -1.0% |
| 30D | -10.4% | +10.4% | -20.7% | -12.4% |
| 3M | -29.3% | +23.1% | -52.4% | -33.3% |
| 6M | +6.9% | +36.3% | -29.4% | -3.9% |
| YTD | +25.6% | +96.0% | -70.4% | +1.4% |
| 1Y | +49.2% | +94.2% | -45.1% | +20.4% |
| 3Y | +128.4% | +75.3% | +53.2% | +87.0% |
| All | -1.9% | +183.4% | -185.2% | -36.7% |
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