+4.6%
ABNB vs AZN
+55.3%
-50.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.5% |
| 7D | -9.5% | -3.1% | -6.4% | -8.9% |
| 30D | -9.4% | +0.6% | -9.9% | -9.5% |
| 3M | +29.9% | -10.8% | +40.7% | +32.4% |
| 6M | +26.6% | -18.1% | +44.7% | +31.2% |
| YTD | +23.5% | -12.3% | +35.8% | +25.9% |
| 1Y | +35.8% | -0.2% | +36.0% | +34.3% |
| 3Y | +15.0% | +23.4% | -8.4% | +6.2% |
| All | +4.6% | +55.3% | -50.8% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling