+76.3%
AZN vs OPEN
-70.7%
+147.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.3% |
| 7D | 0.0% | -4.3% | +4.3% | +0.1% |
| 30D | +0.7% | -16.2% | +17.0% | +1.0% |
| 3M | -10.5% | -36.4% | +25.9% | -9.9% |
| 6M | -19.3% | -35.5% | +16.2% | -18.8% |
| YTD | -10.6% | -46.0% | +35.4% | -9.9% |
| 1Y | +0.5% | -47.1% | +47.7% | +0.5% |
| 3Y | +25.9% | -19.0% | +44.9% | +21.4% |
| 5Y | +52.4% | -83.6% | +136.0% | +47.1% |
| All | +76.3% | -70.7% | +147.0% | +56.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling