+0.5%
AZN vs WY
-4.5%
+5.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | 0.0% | -1.7% | +1.7% | +0.4% |
| 30D | +0.7% | -10.1% | +10.8% | +2.9% |
| 3M | -10.5% | -5.1% | -5.4% | -9.5% |
| 6M | -19.3% | -4.8% | -14.5% | -18.6% |
| YTD | -10.6% | -0.2% | -10.3% | -10.8% |
| 1Y | +0.5% | -6.6% | +7.1% | +2.5% |
| All | +0.5% | -4.5% | +5.0% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling