+257,669.3%
AMZN vs AZN
+1,169.6%
+256,499.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.2% | -1.1% |
| 7D | -1.0% | -2.9% | +1.9% | 0.0% |
| 30D | -9.2% | -3.1% | -6.2% | -8.3% |
| 3M | +3.4% | -14.4% | +17.8% | +8.3% |
| 6M | +18.2% | -19.5% | +37.7% | +26.3% |
| YTD | +9.3% | -13.8% | +23.1% | +13.6% |
| 1Y | +5.9% | -2.4% | +8.3% | +4.8% |
| 3Y | +82.6% | +21.3% | +61.3% | +63.2% |
| 5Y | +44.9% | +53.6% | -8.8% | +16.5% |
| 10Y | +564.1% | +220.1% | +343.9% | +284.3% |
| All | +257,669.3% | +1,169.6% | +256,499.7% | +69,317.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling