+18.0%
AZN vs GLXY
+2.7%
+15.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +1.7% |
| 7D | -3.1% | -8.9% | +5.8% | -3.1% |
| 30D | +0.6% | +19.9% | -19.3% | +0.6% |
| 3M | -10.8% | -20.0% | +9.2% | -10.4% |
| 6M | -18.1% | +10.5% | -28.7% | -18.4% |
| YTD | -12.3% | +7.9% | -20.2% | -12.5% |
| 1Y | -0.2% | -7.5% | +7.3% | -0.4% |
| All | +18.0% | +2.7% | +15.3% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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