+2,970.5%
AZN vs PAAS
+875.6%
+2,094.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -1.1% | -8.9% | +7.9% | -0.5% |
| 30D | +13.8% | -11.4% | +25.2% | +14.6% |
| 3M | +17.3% | -20.4% | +37.7% | +18.8% |
| 6M | -1.7% | -40.7% | +39.0% | +1.3% |
| YTD | +1.4% | -26.9% | +28.3% | +2.6% |
| 1Y | +5.2% | -3.1% | +8.2% | +4.3% |
| 3Y | +52.6% | +199.3% | -146.6% | +38.3% |
| 5Y | +72.9% | +48.3% | +24.6% | +62.2% |
| 10Y | +333.0% | +197.6% | +135.4% | +276.4% |
| All | +2,970.5% | +875.6% | +2,094.9% | +2,232.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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