+26.8%
AZN vs FRSH
-46.4%
+73.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -1.6% | -6.6% | +5.0% | -1.4% |
| 30D | +1.1% | +2.1% | -1.1% | +1.0% |
| 3M | -12.1% | +29.0% | -41.1% | -12.7% |
| 6M | -17.1% | +48.6% | -65.8% | -18.1% |
| YTD | -12.0% | -2.9% | -9.0% | -11.1% |
| 1Y | -0.2% | -7.9% | +7.7% | +1.0% |
| 3Y | +26.8% | -46.5% | +73.3% | +35.0% |
| All | +26.8% | -46.4% | +73.2% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling