+13.3%
ANET vs AZN
+16.0%
-2.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -1.1% | -9.7% | -11.2% |
| 7D | -13.6% | +7.1% | -20.7% | -11.2% |
| 30D | -26.1% | +17.8% | -43.9% | -21.7% |
| 3M | -19.3% | +15.7% | -35.0% | -14.7% |
| 6M | -6.5% | +3.1% | -9.6% | -4.4% |
| YTD | +21.5% | +2.7% | +18.8% | +25.7% |
| 1Y | +13.3% | +16.3% | -3.0% | +18.3% |
| All | +13.3% | +16.0% | -2.7% | +18.3% |
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