+919.6%
AZN vs PWR
+8,583.6%
-7,664.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | 0.0% | +3.6% | -3.6% | -0.4% |
| 30D | +0.7% | -8.6% | +9.3% | +1.6% |
| 3M | -10.5% | -13.2% | +2.7% | -9.6% |
| 6M | -19.3% | +9.9% | -29.2% | -20.7% |
| YTD | -10.6% | +48.0% | -58.6% | -15.0% |
| 1Y | +0.5% | +66.2% | -65.7% | -5.9% |
| 3Y | +25.9% | +195.1% | -169.2% | +9.2% |
| 5Y | +52.4% | +442.6% | -390.2% | +22.6% |
| 10Y | +220.8% | +2,334.2% | -2,113.4% | +115.3% |
| All | +919.6% | +8,583.6% | -7,664.0% | +412.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling