+8,732.2%
AMD vs AZN
+213.8%
+8,518.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.9% | +5.0% | +3.7% |
| 7D | +14.0% | -2.9% | +16.9% | +15.0% |
| 30D | +11.0% | -3.1% | +14.0% | +11.9% |
| 3M | +9.6% | -14.4% | +24.0% | +14.1% |
| 6M | +157.1% | -19.5% | +176.6% | +173.3% |
| YTD | +143.3% | -13.8% | +157.1% | +150.7% |
| 1Y | +234.4% | -2.4% | +236.8% | +225.7% |
| 3Y | +391.2% | +21.3% | +369.9% | +326.4% |
| 5Y | +390.9% | +53.6% | +337.3% | +268.9% |
| 10Y | +8,732.2% | +220.1% | +8,512.1% | +4,548.7% |
| All | +8,732.2% | +213.8% | +8,518.4% | +4,548.7% |
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