+216.5%
AZN vs BEN
+56.6%
+159.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -1.6% | -3.1% | +1.6% | -1.1% |
| 30D | +1.1% | +0.2% | +0.9% | +1.0% |
| 3M | -12.1% | +6.8% | -19.0% | -13.3% |
| 6M | -17.1% | +38.1% | -55.2% | -21.8% |
| YTD | -12.0% | +44.3% | -56.3% | -17.6% |
| 1Y | -0.2% | +42.6% | -42.8% | -6.6% |
| 3Y | +26.8% | +52.3% | -25.5% | +15.7% |
| 5Y | +56.9% | +37.6% | +19.2% | +42.5% |
| All | +216.5% | +56.6% | +159.9% | +163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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