+338.2%
AZN vs ACWI
+224.5%
+113.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -1.1% | +2.4% | -3.5% | -2.4% |
| 30D | +13.8% | -1.7% | +15.5% | +14.8% |
| 3M | +17.3% | -3.9% | +21.2% | +19.8% |
| 6M | -1.7% | +0.8% | -2.5% | -2.8% |
| YTD | +1.4% | +11.0% | -9.7% | -5.4% |
| 1Y | +5.2% | +13.1% | -7.9% | -2.9% |
| 3Y | +52.6% | +73.9% | -21.2% | +7.8% |
| 5Y | +72.9% | +59.0% | +13.8% | +27.6% |
| All | +338.2% | +224.5% | +113.7% | +88.2% |
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