+837.2%
AZN vs EXR
+3,094.9%
-2,257.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -0.1% | +5.2% | -5.3% | -1.4% |
| 30D | +16.4% | +20.9% | -4.4% | +11.0% |
| 3M | +15.7% | +7.7% | +8.0% | +13.6% |
| 6M | +0.8% | +13.2% | -12.4% | -2.4% |
| YTD | +2.5% | +26.5% | -24.0% | -3.7% |
| 1Y | +12.4% | +27.2% | -14.8% | +5.5% |
| 3Y | +53.4% | +71.5% | -18.1% | +31.7% |
| 5Y | +62.8% | +0.4% | +62.5% | +56.7% |
| 10Y | +342.7% | +225.2% | +117.6% | +205.0% |
| All | +837.2% | +3,094.9% | -2,257.7% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 all: compounded portfolio wealth divided by compounded EXR 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…
all analysis · Full analysis span regression · 6 months rolling