+215.7%
AMD vs AZN
-0.3%
+216.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -2.9% |
| 7D | +10.4% | -3.1% | +13.5% | +9.7% |
| 30D | +6.2% | +0.6% | +5.6% | +6.5% |
| 3M | +11.3% | -10.8% | +22.1% | +9.6% |
| 6M | +147.8% | -18.1% | +165.9% | +143.8% |
| YTD | +135.2% | -12.3% | +147.4% | +135.1% |
| 1Y | +215.7% | -0.2% | +215.9% | +224.8% |
| All | +215.7% | -0.3% | +216.0% | +224.8% |
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