+741.7%
AZN vs BLDR
+380.2%
+361.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.8% |
| 7D | -2.9% | -2.7% | -0.2% | -2.7% |
| 30D | -3.1% | -14.7% | +11.6% | -1.7% |
| 3M | -14.4% | -20.8% | +6.4% | -12.9% |
| 6M | -19.5% | -35.3% | +15.8% | -16.7% |
| YTD | -13.8% | -40.3% | +26.6% | -10.3% |
| 1Y | -2.4% | -56.3% | +53.9% | +4.3% |
| 3Y | +21.3% | -56.1% | +77.4% | +27.1% |
| 5Y | +53.6% | +12.9% | +40.7% | +45.0% |
| 10Y | +220.1% | +386.5% | -166.3% | +151.4% |
| All | +741.7% | +380.2% | +361.5% | +383.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling