+4,674.2%
AZN vs GEN
+4,014.7%
+659.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.4% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | -0.9% | +2.6% | -3.5% | -1.1% |
| 3M | -11.8% | +15.8% | -27.6% | -13.1% |
| 6M | -17.6% | +33.1% | -50.7% | -20.0% |
| YTD | -12.0% | +11.3% | -23.3% | -13.3% |
| 1Y | -0.9% | +1.7% | -2.5% | -1.5% |
| 3Y | +23.7% | +58.1% | -34.5% | +17.5% |
| 5Y | +54.5% | +20.6% | +33.9% | +49.1% |
| 10Y | +218.2% | +149.0% | +69.2% | +182.2% |
| All | +4,674.2% | +4,014.7% | +659.5% | +3,207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling