+31.1%
UPS vs EQNR
+87.4%
-56.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.2% | +10.9% | +3.9% |
| 7D | +8.2% | -10.2% | +18.4% | +7.0% |
| 30D | +22.7% | +1.1% | +21.7% | +22.8% |
| 3M | +6.4% | +10.3% | -3.9% | +7.8% |
| 6M | +22.6% | +5.7% | +17.0% | +23.2% |
| YTD | +20.7% | +87.2% | -66.5% | +19.9% |
| All | +31.1% | +87.4% | -56.3% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling