-0.2%
AZN vs RDW
+29.5%
-29.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.3% |
| 7D | -1.6% | +0.9% | -2.4% | -1.5% |
| 30D | +1.1% | -21.3% | +22.3% | +1.0% |
| 3M | -12.1% | -37.9% | +25.7% | -11.5% |
| 6M | -17.1% | +12.3% | -29.4% | -17.2% |
| YTD | -12.0% | +39.7% | -51.7% | -11.6% |
| 1Y | -0.2% | +25.7% | -25.9% | +0.2% |
| All | -0.2% | +29.5% | -29.7% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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