-20.5%
POET vs EQNR
+221.2%
-241.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.8% |
| 7D | +0.4% | +6.4% | -6.1% | -1.3% |
| 30D | -10.4% | +10.4% | -20.7% | -12.9% |
| 3M | -29.3% | +23.1% | -52.4% | -34.1% |
| 6M | +6.9% | +36.3% | -29.4% | -4.4% |
| YTD | +25.6% | +96.0% | -70.4% | +1.4% |
| 1Y | +49.2% | +94.2% | -45.1% | +20.5% |
| 3Y | +128.4% | +75.3% | +53.2% | +87.5% |
| 5Y | -4.2% | +187.2% | -191.4% | -33.6% |
| 10Y | +30.3% | +415.5% | -385.2% | -24.6% |
| All | -20.5% | +221.2% | -241.7% | -57.2% |
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