+1,611.9%
BE vs AZN
+27.6%
+1,584.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.4% |
| 7D | +9.7% | -3.1% | +12.9% | +10.5% |
| 30D | +22.4% | +0.6% | +21.8% | +22.1% |
| 3M | +10.4% | -10.8% | +21.2% | +12.3% |
| 6M | +67.9% | -18.1% | +86.0% | +76.8% |
| YTD | +197.5% | -12.3% | +209.8% | +203.5% |
| 1Y | +310.6% | -0.2% | +310.8% | +289.2% |
| All | +1,611.9% | +27.6% | +1,584.3% | +1,252.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling