+216.5%
AZN vs URI
+1,233.9%
-1,017.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.6% | -2.1% | +0.5% | -1.4% |
| 30D | +1.1% | -12.4% | +13.5% | +2.3% |
| 3M | -12.1% | -7.3% | -4.9% | -11.7% |
| 6M | -17.1% | +27.2% | -44.3% | -19.9% |
| YTD | -12.0% | +23.0% | -34.9% | -14.8% |
| 1Y | -0.2% | +3.9% | -4.1% | -1.7% |
| 3Y | +26.8% | +121.6% | -94.9% | +12.7% |
| 5Y | +56.9% | +201.1% | -144.2% | +32.1% |
| All | +216.5% | +1,233.9% | -1,017.3% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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