+215.5%
AZN vs AMC
-99.0%
+314.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +1.7% |
| 7D | -3.1% | -7.1% | +4.0% | -3.1% |
| 30D | +0.6% | -1.7% | +2.2% | +0.6% |
| 3M | -10.8% | +13.5% | -24.3% | -10.8% |
| 6M | -18.1% | +112.6% | -130.7% | -18.2% |
| YTD | -12.3% | +51.3% | -63.5% | -12.4% |
| 1Y | -0.2% | -14.5% | +14.3% | -0.3% |
| 3Y | +23.4% | -67.1% | +90.5% | +23.3% |
| 5Y | +56.4% | -99.5% | +155.9% | +55.3% |
| All | +215.5% | -99.0% | +314.5% | +214.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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