+45.1%
ABNB vs AZN
+0.4%
+44.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.7% |
| 7D | -4.0% | 0.0% | -4.0% | -3.9% |
| 30D | +19.3% | +0.7% | +18.6% | +19.2% |
| 3M | +36.1% | -10.5% | +46.6% | +36.9% |
| 6M | +34.2% | -19.3% | +53.5% | +36.6% |
| YTD | +34.1% | -10.6% | +44.6% | +34.6% |
| 1Y | +45.1% | +0.5% | +44.6% | +44.6% |
| All | +45.1% | +0.4% | +44.7% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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