+827.0%
AZN vs BB
+251.4%
+575.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +1.9% |
| 7D | -3.1% | -2.1% | -1.0% | -3.0% |
| 30D | +0.6% | -16.0% | +16.6% | +1.4% |
| 3M | -10.8% | -14.5% | +3.7% | -10.5% |
| 6M | -18.1% | +118.6% | -136.7% | -22.3% |
| YTD | -12.3% | +98.9% | -111.2% | -16.3% |
| 1Y | -0.2% | +99.5% | -99.7% | -5.1% |
| 3Y | +23.4% | +65.4% | -42.0% | +16.5% |
| 5Y | +56.4% | -27.6% | +84.0% | +52.1% |
| 10Y | +225.7% | -0.4% | +226.1% | +193.7% |
| All | +827.0% | +251.4% | +575.6% | +652.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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