-41.8%
SIRI vs EQNR
+183.4%
-225.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.0% |
| 7D | +0.6% | +6.4% | -5.9% | -0.2% |
| 30D | +2.5% | +10.4% | -7.9% | +1.2% |
| 3M | +6.6% | +23.1% | -16.5% | +3.6% |
| 6M | +32.9% | +36.3% | -3.4% | +25.9% |
| YTD | +50.5% | +96.0% | -45.5% | +33.5% |
| 1Y | +28.0% | +94.2% | -66.3% | +13.5% |
| 3Y | -22.4% | +75.3% | -97.7% | -30.7% |
| All | -41.8% | +183.4% | -225.1% | -50.6% |
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