+0.5%
AZN vs BLDR
-52.1%
+52.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.5% |
| 7D | 0.0% | -2.8% | +2.8% | +0.2% |
| 30D | +0.7% | -13.3% | +14.0% | +1.9% |
| 3M | -10.5% | -12.3% | +1.8% | -9.4% |
| 6M | -19.3% | -31.5% | +12.2% | -15.6% |
| YTD | -10.6% | -36.1% | +25.5% | -6.3% |
| 1Y | +0.5% | -54.1% | +54.6% | +17.9% |
| All | +0.5% | -52.1% | +52.6% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling