+216.5%
AZN vs SPXU
-99.6%
+316.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | -0.1% |
| 7D | -1.6% | +2.5% | -4.0% | -1.1% |
| 30D | +1.1% | +4.2% | -3.1% | +1.8% |
| 3M | -12.1% | -9.3% | -2.9% | -13.5% |
| 6M | -17.1% | -30.7% | +13.6% | -21.8% |
| YTD | -12.0% | -28.1% | +16.2% | -16.1% |
| 1Y | -0.2% | -35.2% | +35.0% | -6.3% |
| 3Y | +26.8% | -79.9% | +106.7% | +0.9% |
| 5Y | +56.9% | -86.4% | +143.3% | +24.7% |
| All | +216.5% | -99.6% | +316.1% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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