+7,601.2%
AMD vs AZN
+344.3%
+7,256.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.7% |
| 7D | +6.5% | +1.6% | +4.9% | +6.1% |
| 30D | -15.3% | +17.3% | -32.6% | -19.9% |
| 3M | +9.7% | +15.3% | -5.6% | +4.1% |
| 6M | +13.2% | +2.1% | +11.0% | +10.4% |
| YTD | +140.6% | +2.6% | +137.9% | +133.2% |
| 1Y | +111.2% | +7.9% | +103.3% | +100.4% |
| 3Y | +334.4% | +55.8% | +278.6% | +243.8% |
| 5Y | +268.3% | +63.0% | +205.3% | +177.6% |
| All | +7,601.2% | +344.3% | +7,256.9% | +3,758.1% |
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