+278.2%
UPS vs EQNR
+2,025.8%
-1,747.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -2.0% | +6.4% | -8.4% | -3.3% |
| 30D | -2.0% | +10.4% | -12.3% | -4.1% |
| 3M | -6.2% | +23.1% | -29.3% | -10.9% |
| 6M | +2.8% | +36.3% | -33.5% | -5.6% |
| YTD | +5.9% | +96.0% | -90.1% | -10.7% |
| 1Y | +26.2% | +94.2% | -68.0% | +6.4% |
| 3Y | -26.0% | +75.3% | -101.3% | -37.3% |
| 5Y | -34.3% | +187.2% | -221.5% | -52.1% |
| 10Y | +37.5% | +415.5% | -377.9% | -17.4% |
| All | +278.2% | +2,025.8% | -1,747.7% | +68.6% |
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