+0.5%
AZN vs GEN
+5.4%
-4.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.2% |
| 7D | 0.0% | -1.2% | +1.2% | 0.0% |
| 30D | +0.7% | +10.1% | -9.4% | +0.6% |
| 3M | -10.5% | +16.1% | -26.6% | -10.8% |
| 6M | -19.3% | +38.9% | -58.1% | -19.5% |
| YTD | -10.6% | +14.4% | -25.0% | -8.5% |
| 1Y | +0.5% | +5.9% | -5.4% | -0.2% |
| All | +0.5% | +5.4% | -4.9% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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