+188.7%
AZN vs MDB
+978.8%
-790.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.8% | -1.4% |
| 7D | -1.5% | -18.0% | +16.5% | -0.4% |
| 30D | -0.9% | -10.7% | +9.9% | -0.4% |
| 3M | -11.8% | +1.0% | -12.8% | -12.3% |
| 6M | -17.6% | +31.6% | -49.2% | -19.8% |
| YTD | -12.0% | -15.2% | +3.1% | -12.2% |
| 1Y | -0.9% | +10.1% | -11.0% | -3.0% |
| 3Y | +23.7% | -5.6% | +29.3% | +18.9% |
| 5Y | +54.5% | -24.5% | +79.1% | +44.0% |
| All | +188.7% | +978.8% | -790.1% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MDB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling