+2,770.9%
AVGO vs AZN
+223.4%
+2,547.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.1% | -1.6% | +2.7% | +1.5% |
| 30D | -13.0% | +1.1% | -14.0% | -13.4% |
| 3M | -6.0% | -12.1% | +6.2% | -3.4% |
| 6M | +6.4% | -17.1% | +23.5% | +10.8% |
| YTD | +5.0% | -12.0% | +17.0% | +7.0% |
| 1Y | +1.4% | -0.2% | +1.6% | -0.9% |
| 3Y | +336.8% | +26.8% | +310.0% | +286.0% |
| 5Y | +698.2% | +56.9% | +641.3% | +536.0% |
| All | +2,770.9% | +223.4% | +2,547.5% | +1,717.7% |
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