+23.7%
AZN vs LII
+2.8%
+20.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.3% | -1.5% |
| 7D | -1.5% | +2.1% | -3.6% | -1.7% |
| 30D | -0.9% | -12.4% | +11.6% | +0.5% |
| 3M | -11.8% | -24.8% | +13.0% | -9.6% |
| 6M | -17.6% | -25.2% | +7.6% | -15.7% |
| YTD | -12.0% | -20.3% | +8.2% | -10.7% |
| 1Y | -0.9% | -32.9% | +32.1% | +2.5% |
| 3Y | +23.7% | +2.0% | +21.6% | +20.5% |
| All | +23.7% | +2.8% | +20.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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