+52.6%
AZN vs PWR
+247.1%
-194.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | -1.1% | +11.3% | -12.4% | -1.2% |
| 30D | +13.8% | -8.9% | +22.7% | +13.9% |
| 3M | +17.3% | -10.5% | +27.8% | +17.4% |
| 6M | -1.7% | -22.2% | +20.4% | -0.8% |
| YTD | +1.4% | +42.7% | -41.4% | -1.7% |
| 1Y | +5.2% | +41.1% | -36.0% | +2.0% |
| 3Y | +52.6% | +242.7% | -190.1% | +36.0% |
| All | +52.6% | +247.1% | -194.5% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling