+4,674.2%
AZN vs TECH
+9,998.7%
-5,324.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.5% | -1.6% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | -0.9% | +0.1% | -1.0% | -0.9% |
| 3M | -11.8% | +37.5% | -49.3% | -16.2% |
| 6M | -17.6% | +34.6% | -52.2% | -22.0% |
| YTD | -12.0% | +23.5% | -35.5% | -15.9% |
| 1Y | -0.9% | +34.4% | -35.3% | -6.6% |
| 3Y | +23.7% | +2.3% | +21.4% | +19.1% |
| 5Y | +54.5% | -41.7% | +96.3% | +59.4% |
| 10Y | +218.2% | +177.6% | +40.5% | +158.5% |
| All | +4,674.2% | +9,998.7% | -5,324.5% | +2,687.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling