+786.4%
AZN vs ACWI
+356.8%
+429.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | +0.7% | +0.9% | -0.1% | +0.2% |
| 3M | -10.5% | +2.4% | -12.9% | -12.2% |
| 6M | -19.3% | +12.4% | -31.6% | -25.6% |
| YTD | -10.6% | +15.2% | -25.7% | -18.9% |
| 1Y | +0.5% | +22.7% | -22.2% | -12.6% |
| 3Y | +25.9% | +75.8% | -49.9% | -14.4% |
| 5Y | +52.4% | +67.7% | -15.3% | +5.6% |
| 10Y | +220.8% | +229.0% | -8.2% | +37.4% |
| All | +786.4% | +356.8% | +429.6% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling