+216.5%
AZN vs BN
+265.2%
-48.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -1.6% | -5.2% | +3.6% | -0.3% |
| 30D | +1.1% | -14.5% | +15.5% | +4.9% |
| 3M | -12.1% | -15.0% | +2.9% | -8.8% |
| 6M | -17.1% | -5.4% | -11.7% | -16.4% |
| YTD | -12.0% | -16.4% | +4.5% | -8.7% |
| 1Y | -0.2% | -16.2% | +16.0% | +3.1% |
| 3Y | +26.8% | +67.5% | -40.8% | +6.5% |
| 5Y | +56.9% | +34.1% | +22.8% | +37.0% |
| All | +216.5% | +265.2% | -48.6% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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