+0.5%
AZN vs DOCN
+254.3%
-253.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.2% |
| 7D | 0.0% | +1.1% | -1.1% | 0.0% |
| 30D | +0.7% | -9.6% | +10.4% | +0.7% |
| 3M | -10.5% | -37.7% | +27.2% | -10.4% |
| 6M | -19.3% | +115.2% | -134.5% | -23.4% |
| YTD | -10.6% | +133.7% | -144.3% | -16.0% |
| 1Y | +0.5% | +250.2% | -249.6% | -10.7% |
| All | +0.5% | +254.3% | -253.8% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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