+57.7%
AZN vs UUUU
+79.1%
-21.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.5% |
| 7D | -1.6% | -10.5% | +8.9% | -1.2% |
| 30D | +1.1% | -10.5% | +11.6% | +1.4% |
| 3M | -12.1% | -14.1% | +2.0% | -11.8% |
| 6M | -17.1% | -35.5% | +18.3% | -16.2% |
| YTD | -12.0% | -10.9% | -1.0% | -13.0% |
| 1Y | -0.2% | +3.4% | -3.6% | -3.2% |
| 3Y | +26.8% | +73.1% | -46.4% | +15.7% |
| All | +57.7% | +79.1% | -21.4% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling