+82.2%
AZN vs DOCN
+205.3%
-123.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +12.6% | -14.3% | -2.0% |
| 7D | -1.5% | +16.3% | -17.8% | -2.0% |
| 30D | -0.9% | +2.0% | -2.9% | -1.0% |
| 3M | -11.8% | -25.2% | +13.3% | -11.2% |
| 6M | -17.6% | +132.7% | -150.3% | -21.5% |
| YTD | -12.0% | +163.3% | -175.3% | -16.8% |
| 1Y | -0.9% | +280.3% | -281.2% | -8.0% |
| 3Y | +23.7% | +371.8% | -348.2% | +12.2% |
| 5Y | +54.5% | +87.1% | -32.6% | +39.2% |
| All | +82.2% | +205.3% | -123.1% | +64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling