+16.4%
AZN vs PSLV
+7.9%
+8.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.2% | +2.6% |
| 7D | +11.5% | -2.6% | +14.1% | +11.6% |
| 30D | +20.8% | -14.2% | +34.9% | +21.5% |
| 3M | +21.5% | -12.2% | +33.7% | +22.0% |
| 6M | +3.0% | -28.1% | +31.1% | +4.6% |
| YTD | +3.9% | -28.2% | +32.1% | +5.6% |
| 1Y | +16.4% | +9.1% | +7.3% | +28.3% |
| All | +16.4% | +7.9% | +8.5% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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