+26.8%
AZN vs TD
+127.3%
-100.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -1.6% | -0.5% | -1.0% | -1.4% |
| 30D | +1.1% | -1.9% | +3.0% | +1.4% |
| 3M | -12.1% | +4.8% | -16.9% | -13.3% |
| 6M | -17.1% | +28.0% | -45.1% | -22.3% |
| YTD | -12.0% | +30.3% | -42.3% | -18.0% |
| 1Y | -0.2% | +59.8% | -60.0% | -12.0% |
| 3Y | +26.8% | +124.7% | -97.9% | +2.2% |
| All | +26.8% | +127.3% | -100.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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