+52.6%
AZN vs URA
+35.4%
+17.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.1% |
| 7D | -1.1% | -1.5% | +0.5% | -1.0% |
| 30D | +13.8% | -10.4% | +24.2% | +14.1% |
| 3M | +17.3% | -29.6% | +46.9% | +18.5% |
| 6M | -1.7% | -40.3% | +38.5% | 0.0% |
| YTD | +1.4% | -25.5% | +26.9% | +1.6% |
| 1Y | +5.2% | -26.4% | +31.6% | +5.4% |
| 3Y | +52.6% | +31.4% | +21.2% | +40.8% |
| All | +52.6% | +35.4% | +17.2% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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