+216.5%
AZN vs HDB
+42.1%
+174.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.9% | -6.5% | -0.8% |
| 7D | -1.6% | +0.7% | -2.2% | -1.7% |
| 30D | +1.1% | +1.0% | +0.1% | +0.8% |
| 3M | -12.1% | -2.0% | -10.2% | -12.0% |
| 6M | -17.1% | -18.1% | +1.0% | -14.6% |
| YTD | -12.0% | -36.1% | +24.1% | -5.5% |
| 1Y | -0.2% | -34.0% | +33.8% | +6.4% |
| 3Y | +26.8% | -26.7% | +53.5% | +31.7% |
| 5Y | +56.9% | -33.9% | +90.8% | +63.0% |
| All | +216.5% | +42.1% | +174.4% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling