+4,109.1%
URI vs EQNR
+2,040.5%
+2,068.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | -0.5% | +5.7% | -6.2% | -3.4% |
| 30D | -13.4% | +11.3% | -24.6% | -18.2% |
| 3M | -6.2% | +21.5% | -27.7% | -16.8% |
| 6M | +28.0% | +41.8% | -13.9% | +1.5% |
| YTD | +23.0% | +97.3% | -74.4% | -19.7% |
| 1Y | +5.5% | +89.9% | -84.4% | -30.3% |
| 3Y | +119.2% | +76.9% | +42.3% | +43.1% |
| 5Y | +201.0% | +189.2% | +11.8% | +36.6% |
| 10Y | +1,218.9% | +419.0% | +799.9% | +321.4% |
| All | +4,109.1% | +2,040.5% | +2,068.5% | +766.6% |
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