+17.6%
ABNB vs AZN
+68.4%
-50.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | -6.5% | -1.6% | -4.9% | -6.2% |
| 30D | -5.5% | +1.1% | -6.6% | -5.7% |
| 3M | +30.0% | -12.1% | +42.2% | +32.7% |
| 6M | +27.6% | -17.1% | +44.7% | +31.5% |
| YTD | +25.4% | -12.0% | +37.4% | +27.5% |
| 1Y | +38.3% | -0.2% | +38.5% | +37.1% |
| 3Y | +15.5% | +26.8% | -11.3% | +7.5% |
| 5Y | +3.0% | +56.9% | -53.9% | -8.1% |
| All | +17.6% | +68.4% | -50.8% | +4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling