+218.7%
TRU vs EQNR
+359.5%
-140.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -2.7% | +6.4% | -9.2% | -4.1% |
| 30D | -2.0% | +10.4% | -12.4% | -4.2% |
| 3M | +18.4% | +23.1% | -4.6% | +12.4% |
| 6M | +8.9% | +36.3% | -27.4% | -0.6% |
| YTD | -8.9% | +96.0% | -104.9% | -24.6% |
| 1Y | -15.9% | +94.2% | -110.1% | -30.4% |
| 3Y | -1.1% | +75.3% | -76.3% | -17.5% |
| 5Y | -35.2% | +187.2% | -222.4% | -56.1% |
| 10Y | +145.3% | +415.5% | -270.2% | +24.3% |
| All | +218.7% | +359.5% | -140.8% | +57.8% |
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 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