+57.7%
AZN vs OPEN
-85.2%
+143.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.6% | -11.4% | +9.9% | -1.3% |
| 30D | +1.1% | -20.1% | +21.1% | +1.5% |
| 3M | -12.1% | -37.6% | +25.5% | -11.5% |
| 6M | -17.1% | -47.1% | +29.9% | -16.3% |
| YTD | -12.0% | -52.1% | +40.2% | -11.0% |
| 1Y | -0.2% | -73.5% | +73.3% | +1.7% |
| 3Y | +26.8% | -24.4% | +51.2% | +22.0% |
| All | +57.7% | -85.2% | +143.0% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling