+216.5%
AZN vs PWR
+2,544.4%
-2,327.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -0.3% |
| 7D | -1.6% | +4.2% | -5.7% | -2.0% |
| 30D | +1.1% | -4.0% | +5.1% | +1.4% |
| 3M | -12.1% | -4.8% | -7.4% | -12.1% |
| 6M | -17.1% | +14.6% | -31.8% | -19.5% |
| YTD | -12.0% | +54.2% | -66.2% | -17.9% |
| 1Y | -0.2% | +67.1% | -67.3% | -8.2% |
| 3Y | +26.8% | +218.5% | -191.7% | +3.6% |
| 5Y | +56.9% | +466.3% | -409.4% | +15.1% |
| All | +216.5% | +2,544.4% | -2,327.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling