+23.7%
AZN vs URI
+126.5%
-102.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.2% | -1.7% |
| 7D | -1.5% | +2.5% | -4.0% | -1.6% |
| 30D | -0.9% | -12.5% | +11.7% | -0.1% |
| 3M | -11.8% | -6.2% | -5.7% | -11.7% |
| 6M | -17.6% | +25.9% | -43.5% | -19.6% |
| YTD | -12.0% | +26.2% | -38.2% | -14.5% |
| 1Y | -0.9% | +5.5% | -6.4% | -2.0% |
| 3Y | +23.7% | +125.0% | -101.3% | +5.7% |
| All | +23.7% | +126.5% | -102.8% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling