+2,781.3%
AZN vs RMD
+35,656.8%
-32,875.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -1.2% |
| 7D | -1.5% | -4.5% | +3.0% | -0.9% |
| 30D | -0.9% | +4.6% | -5.5% | -1.5% |
| 3M | -11.8% | +14.8% | -26.6% | -13.6% |
| 6M | -17.6% | -12.1% | -5.5% | -16.4% |
| YTD | -12.0% | -7.5% | -4.6% | -11.5% |
| 1Y | -0.9% | -20.1% | +19.2% | +1.6% |
| 3Y | +23.7% | +53.9% | -30.2% | +15.1% |
| 5Y | +54.5% | -22.2% | +76.7% | +55.4% |
| 10Y | +218.2% | +268.2% | -50.1% | +161.3% |
| All | +2,781.3% | +35,656.8% | -32,875.5% | +1,578.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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