+56.4%
AZN vs PINS
-66.2%
+122.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +1.6% |
| 7D | -3.1% | -9.9% | +6.8% | -2.6% |
| 30D | +0.6% | -20.9% | +21.5% | +1.7% |
| 3M | -10.8% | -13.7% | +2.9% | -10.3% |
| 6M | -18.1% | -3.0% | -15.1% | -18.3% |
| YTD | -12.3% | -27.5% | +15.2% | -11.0% |
| 1Y | -0.2% | -46.8% | +46.6% | +3.0% |
| 3Y | +23.4% | -31.8% | +55.2% | +23.2% |
| 5Y | +56.4% | -65.4% | +121.7% | +47.7% |
| All | +56.4% | -66.2% | +122.5% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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