+498.5%
AZN vs UUUU
-92.5%
+591.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.3% | +8.0% | +2.0% |
| 7D | -3.1% | -5.0% | +1.9% | -2.9% |
| 30D | +0.6% | -7.8% | +8.3% | +0.9% |
| 3M | -10.8% | -0.4% | -10.4% | -11.1% |
| 6M | -18.1% | -32.9% | +14.8% | -17.2% |
| YTD | -12.3% | -6.3% | -6.0% | -13.3% |
| 1Y | -0.2% | +7.9% | -8.1% | -2.8% |
| 3Y | +23.4% | +85.2% | -61.8% | +14.6% |
| 5Y | +56.4% | +97.0% | -40.6% | +41.7% |
| 10Y | +225.7% | +492.6% | -267.0% | +163.0% |
| All | +498.5% | -92.5% | +591.0% | +379.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling