+23.7%
AZN vs ACWI
+77.6%
-54.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.4% |
| 7D | -1.5% | +1.1% | -2.6% | -2.0% |
| 30D | -0.9% | -0.2% | -0.7% | -0.8% |
| 3M | -11.8% | +4.7% | -16.5% | -13.9% |
| 6M | -17.6% | +14.5% | -32.1% | -23.4% |
| YTD | -12.0% | +14.6% | -26.7% | -18.2% |
| 1Y | -0.9% | +21.4% | -22.3% | -10.5% |
| 3Y | +23.7% | +77.6% | -53.9% | -11.9% |
| All | +23.7% | +77.6% | -54.0% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling