+3,847.4%
ANET vs AZN
+223.4%
+3,624.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.5% |
| 7D | +3.0% | -1.6% | +4.6% | +3.4% |
| 30D | -5.2% | +1.1% | -6.2% | -5.6% |
| 3M | +27.6% | -12.1% | +39.7% | +31.0% |
| 6M | +44.4% | -17.1% | +61.5% | +50.4% |
| YTD | +52.3% | -12.0% | +64.3% | +55.1% |
| 1Y | +30.4% | -0.2% | +30.6% | +26.9% |
| 3Y | +313.3% | +26.8% | +286.5% | +261.8% |
| 5Y | +810.0% | +56.9% | +753.1% | +615.7% |
| All | +3,847.4% | +223.4% | +3,624.0% | +2,509.9% |
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