+566.9%
SPMO vs EQNR
+382.9%
+183.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -0.9% | +6.4% | -7.4% | -2.1% |
| 30D | -1.9% | +10.4% | -12.3% | -3.7% |
| 3M | -1.4% | +23.1% | -24.4% | -5.5% |
| 6M | +25.5% | +36.3% | -10.8% | +16.5% |
| YTD | +24.8% | +96.0% | -71.1% | +7.0% |
| 1Y | +24.5% | +94.2% | -69.7% | +6.7% |
| 3Y | +157.1% | +75.3% | +81.9% | +121.4% |
| 5Y | +149.5% | +187.2% | -37.7% | +86.5% |
| 10Y | +518.1% | +415.5% | +102.6% | +300.6% |
| All | +566.9% | +382.9% | +183.9% | +340.1% |
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