+14.4%
BABA vs AZN
+222.4%
-207.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.3% |
| 7D | -2.9% | -3.1% | +0.2% | -2.0% |
| 30D | -15.1% | +0.6% | -15.6% | -15.3% |
| 3M | -5.0% | -10.8% | +5.7% | -2.7% |
| 6M | -19.9% | -18.1% | -1.8% | -15.7% |
| YTD | -25.3% | -12.3% | -13.0% | -23.4% |
| 1Y | -23.9% | -0.2% | -23.7% | -25.5% |
| 3Y | +28.1% | +23.4% | +4.8% | +15.3% |
| 5Y | -31.4% | +56.4% | -87.7% | -43.3% |
| All | +14.4% | +222.4% | -207.9% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AZN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling