+4,678.0%
AZN vs BBY
+11,575.7%
-6,897.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.7% | +0.1% |
| 7D | -1.6% | +0.6% | -2.1% | -1.6% |
| 30D | +1.1% | +9.4% | -8.3% | +0.2% |
| 3M | -12.1% | +19.3% | -31.5% | -13.6% |
| 6M | -17.1% | +47.9% | -65.1% | -20.2% |
| YTD | -12.0% | +39.6% | -51.5% | -14.8% |
| 1Y | -0.2% | +22.2% | -22.4% | -2.5% |
| 3Y | +26.8% | +45.0% | -18.2% | +20.7% |
| 5Y | +56.9% | +2.6% | +54.3% | +51.9% |
| 10Y | +226.7% | +250.5% | -23.8% | +178.5% |
| All | +4,678.0% | +11,575.7% | -6,897.6% | +3,290.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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