+2,920.8%
AZN vs DRI
+7,437.5%
-4,516.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.4% |
| 7D | -1.5% | -1.2% | -0.3% | -1.3% |
| 30D | -0.9% | -0.4% | -0.5% | -0.9% |
| 3M | -11.8% | +9.5% | -21.4% | -13.1% |
| 6M | -17.6% | +6.5% | -24.1% | -18.5% |
| YTD | -12.0% | +18.4% | -30.5% | -14.5% |
| 1Y | -0.9% | +4.2% | -5.1% | -1.9% |
| 3Y | +23.7% | +57.1% | -33.4% | +14.5% |
| 5Y | +54.5% | +70.4% | -15.9% | +40.1% |
| 10Y | +218.2% | +354.0% | -135.9% | +134.5% |
| All | +2,920.8% | +7,437.5% | -4,516.6% | +1,521.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling