+26.4%
AZN vs TECH
+1.2%
+25.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | +0.6% | 0.0% | +0.5% | +0.6% |
| 3M | -10.8% | +37.4% | -48.2% | -15.0% |
| 6M | -18.1% | +36.9% | -55.0% | -22.6% |
| YTD | -12.3% | +23.1% | -35.4% | -15.8% |
| 1Y | -0.2% | +42.2% | -42.4% | -6.8% |
| All | +26.4% | +1.2% | +25.2% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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