+309.4%
ROIV vs EQNR
+183.4%
+126.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +16.9% | +6.4% | +10.4% | +16.0% |
| 30D | +12.9% | +10.4% | +2.5% | +11.5% |
| 3M | +37.3% | +23.1% | +14.2% | +33.5% |
| 6M | +38.0% | +36.3% | +1.7% | +30.4% |
| YTD | +88.1% | +96.0% | -7.9% | +65.5% |
| 1Y | +183.3% | +94.2% | +89.1% | +149.1% |
| 3Y | +254.6% | +75.3% | +179.4% | +213.7% |
| All | +309.4% | +183.4% | +126.1% | +261.7% |
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