+73.8%
AZN vs HAS
+52.7%
+21.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.9% |
| 7D | -1.9% | +2.0% | -3.9% | -2.1% |
| 30D | +17.1% | +30.9% | -13.8% | +12.8% |
| 3M | +16.8% | +28.8% | -11.9% | +12.7% |
| 6M | +2.0% | +32.3% | -30.3% | -2.2% |
| YTD | +1.9% | +54.7% | -52.8% | -4.5% |
| 1Y | +5.2% | +63.2% | -58.0% | -2.1% |
| 3Y | +54.8% | +220.7% | -165.9% | +30.5% |
| All | +73.8% | +52.7% | +21.2% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling