+338.0%
AZN vs ACWI
+225.4%
+112.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.3% | +2.7% | -4.0% | -2.8% |
| 30D | +18.3% | -2.6% | +20.9% | +19.9% |
| 3M | +16.3% | -3.2% | +19.5% | +18.3% |
| 6M | -0.1% | +1.9% | -2.0% | -1.8% |
| YTD | +1.3% | +11.3% | -10.0% | -5.6% |
| 1Y | +6.2% | +11.7% | -5.4% | -1.2% |
| 3Y | +53.9% | +74.4% | -20.5% | +8.5% |
| 5Y | +72.8% | +59.5% | +13.3% | +27.3% |
| All | +338.0% | +225.4% | +112.7% | +87.9% |
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