+8.4%
AZN vs BIYA
-99.8%
+108.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.7% |
| 7D | -3.1% | -1.3% | -1.8% | -3.1% |
| 30D | +0.6% | -15.9% | +16.5% | +0.6% |
| 3M | -10.8% | -81.2% | +70.4% | -10.8% |
| 6M | -18.1% | -88.2% | +70.1% | -17.4% |
| YTD | -12.3% | -94.1% | +81.9% | -11.1% |
| 1Y | -0.2% | -98.7% | +98.5% | +2.1% |
| All | +8.4% | -99.8% | +108.1% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling