+0.5%
AZN vs OPEN
-38.6%
+39.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.3% |
| 7D | 0.0% | -4.3% | +4.3% | 0.0% |
| 30D | +0.7% | -16.2% | +17.0% | +0.8% |
| 3M | -10.5% | -36.4% | +25.9% | -10.4% |
| 6M | -19.3% | -35.5% | +16.2% | -19.2% |
| YTD | -10.6% | -46.0% | +35.4% | -10.2% |
| 1Y | +0.5% | -47.1% | +47.7% | +0.8% |
| All | +0.5% | -38.6% | +39.1% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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