+0.5%
AZN vs HAS
+20.3%
-19.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | 0.0% | -1.8% | +1.8% | +0.3% |
| 30D | +0.7% | +2.3% | -1.5% | +0.3% |
| 3M | -10.5% | +10.4% | -20.9% | -11.9% |
| 6M | -19.3% | -3.2% | -16.0% | -19.1% |
| YTD | -10.6% | +15.4% | -26.0% | -13.1% |
| 1Y | +0.5% | +18.8% | -18.3% | -2.9% |
| All | +0.5% | +20.3% | -19.8% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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