-0.2%
AZN vs DOCN
+274.5%
-274.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.7% |
| 7D | -3.1% | +19.8% | -22.9% | -2.9% |
| 30D | +0.6% | +8.4% | -7.9% | +0.7% |
| 3M | -10.8% | -23.6% | +12.8% | -10.5% |
| 6M | -18.1% | +111.3% | -129.5% | -21.0% |
| YTD | -12.3% | +172.3% | -184.6% | -17.5% |
| 1Y | -0.2% | +283.3% | -283.5% | -9.5% |
| All | -0.2% | +274.5% | -274.7% | -9.5% |
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