+360.5%
BE vs AZN
+0.4%
+360.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.3% | +8.6% | +7.3% |
| 7D | +20.0% | 0.0% | +20.0% | +19.9% |
| 30D | +7.9% | +0.7% | +7.2% | +8.1% |
| 3M | -13.2% | -10.5% | -2.7% | -13.5% |
| 6M | +53.5% | -19.3% | +72.7% | +54.6% |
| YTD | +191.0% | -10.6% | +201.6% | +195.2% |
| 1Y | +360.5% | +0.5% | +360.0% | +342.6% |
| All | +360.5% | +0.4% | +360.1% | +342.6% |
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