+338.2%
AZN vs AMC
-98.8%
+437.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | -1.1% | +3.5% | -4.6% | -1.1% |
| 30D | +13.8% | +12.5% | +1.4% | +13.8% |
| 3M | +17.3% | +23.6% | -6.3% | +17.3% |
| 6M | -1.7% | +144.4% | -146.1% | -1.9% |
| YTD | +1.4% | +108.3% | -107.0% | +1.2% |
| 1Y | +5.2% | +38.9% | -33.7% | +5.1% |
| 3Y | +52.6% | -58.9% | +111.5% | +52.5% |
| 5Y | +72.9% | -99.2% | +172.1% | +71.6% |
| All | +338.2% | -98.8% | +437.0% | +333.7% |
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