+327.2%
SMH vs EQNR
+183.4%
+143.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.5% |
| 7D | +0.3% | +6.4% | -6.2% | -0.3% |
| 30D | -2.8% | +10.4% | -13.1% | -3.7% |
| 3M | -6.7% | +23.1% | -29.8% | -8.8% |
| 6M | +41.8% | +36.3% | +5.5% | +34.8% |
| YTD | +57.9% | +96.0% | -38.1% | +40.4% |
| 1Y | +87.6% | +94.2% | -6.6% | +66.7% |
| 3Y | +282.9% | +75.3% | +207.7% | +241.1% |
| All | +327.2% | +183.4% | +143.8% | +258.8% |
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 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