+16.4%
AZN vs OPEN
-72.7%
+89.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.8% | -11.0% | +2.7% |
| 7D | +11.5% | +3.7% | +7.8% | +11.4% |
| 30D | +20.8% | -14.3% | +35.0% | +20.7% |
| 3M | +21.5% | -51.9% | +73.4% | +21.1% |
| 6M | +3.0% | -61.4% | +64.4% | +3.0% |
| YTD | +3.9% | -66.0% | +69.9% | +4.6% |
| 1Y | +16.4% | -71.4% | +87.8% | +17.5% |
| All | +16.4% | -72.7% | +89.1% | +17.5% |
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