+55.3%
BE vs AZN
+18.4%
+36.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.8% | -9.1% | -5.2% |
| 7D | -12.1% | +11.5% | -23.6% | -8.2% |
| 30D | -30.1% | +20.8% | -50.8% | -25.1% |
| 3M | -12.1% | +21.5% | -33.6% | -5.4% |
| 6M | -30.6% | +3.0% | -33.6% | -27.5% |
| YTD | +130.6% | +3.9% | +126.8% | +154.0% |
| 1Y | +55.3% | +16.4% | +38.9% | +85.1% |
| All | +55.3% | +18.4% | +36.9% | +85.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling