+1,149.5%
TROW vs EQNR
+2,025.8%
-876.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -3.2% | +6.4% | -9.6% | -5.6% |
| 30D | -4.6% | +10.4% | -15.0% | -8.5% |
| 3M | -0.7% | +23.1% | -23.7% | -9.9% |
| 6M | +22.2% | +36.3% | -14.1% | +4.4% |
| YTD | +6.6% | +96.0% | -89.3% | -22.3% |
| 1Y | +5.8% | +94.2% | -88.4% | -23.0% |
| 3Y | +11.6% | +75.3% | -63.7% | -18.1% |
| 5Y | -38.9% | +187.2% | -226.1% | -66.3% |
| 10Y | +128.5% | +415.5% | -286.9% | -11.9% |
| All | +1,149.5% | +2,025.8% | -876.3% | +196.3% |
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