+18.2%
AMZN vs AZN
-17.5%
+35.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.7% |
| 7D | -1.0% | -2.9% | +1.9% | -0.9% |
| 30D | -9.2% | -3.1% | -6.2% | -9.2% |
| 3M | +3.4% | -14.4% | +17.8% | +4.7% |
| 6M | +18.2% | -19.5% | +37.7% | +22.6% |
| All | +18.2% | -17.5% | +35.8% | +22.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling