+0.5%
AZN vs FLEX
+102.8%
-102.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.2% |
| 7D | 0.0% | -0.9% | +0.9% | 0.0% |
| 30D | +0.7% | -10.1% | +10.9% | +0.6% |
| 3M | -10.5% | -31.3% | +20.8% | -10.3% |
| 6M | -19.3% | +71.3% | -90.5% | -21.7% |
| YTD | -10.6% | +81.2% | -91.8% | -13.5% |
| 1Y | +0.5% | +98.5% | -98.0% | -3.2% |
| All | +0.5% | +102.8% | -102.3% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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