+220.1%
AZN vs ACWI
+226.5%
-6.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -3.1% | -0.6% | -2.5% | -2.7% |
| 3M | -14.4% | +4.3% | -18.7% | -16.8% |
| 6M | -19.5% | +12.7% | -32.2% | -25.4% |
| YTD | -13.8% | +13.9% | -27.7% | -20.6% |
| 1Y | -2.4% | +20.5% | -22.9% | -13.1% |
| 3Y | +21.3% | +76.5% | -55.3% | -15.1% |
| 5Y | +53.6% | +67.5% | -13.9% | +9.7% |
| 10Y | +220.1% | +231.8% | -11.7% | +34.8% |
| All | +220.1% | +226.5% | -6.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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