+31,987.2%
AVGO vs AZN
+536.6%
+31,450.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.5% |
| 7D | -0.8% | -2.9% | +2.1% | +0.2% |
| 30D | -13.7% | -3.1% | -10.7% | -13.0% |
| 3M | -6.9% | -14.4% | +7.5% | -2.8% |
| 6M | +5.8% | -19.5% | +25.3% | +12.3% |
| YTD | +5.7% | -13.8% | +19.4% | +9.0% |
| 1Y | +9.0% | -2.4% | +11.4% | +7.0% |
| 3Y | +340.5% | +21.3% | +319.2% | +287.9% |
| 5Y | +711.1% | +53.6% | +657.4% | +530.0% |
| 10Y | +2,856.4% | +220.1% | +2,636.3% | +1,499.6% |
| All | +31,987.2% | +536.6% | +31,450.6% | +11,155.8% |
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