+3,843.1%
WELL vs EQNR
+2,025.8%
+1,817.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.1% |
| 7D | -0.2% | +6.4% | -6.7% | -1.9% |
| 30D | +2.3% | +10.4% | -8.0% | -0.5% |
| 3M | +12.3% | +23.1% | -10.8% | +5.4% |
| 6M | +15.6% | +36.3% | -20.7% | +4.3% |
| YTD | +28.3% | +96.0% | -67.7% | +4.2% |
| 1Y | +41.9% | +94.2% | -52.3% | +15.2% |
| 3Y | +198.3% | +75.3% | +123.1% | +142.6% |
| 5Y | +206.4% | +187.2% | +19.2% | +105.1% |
| 10Y | +356.0% | +415.5% | -59.5% | +142.1% |
| All | +3,843.1% | +2,025.8% | +1,817.3% | +1,502.8% |
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