+291.5%
C vs AZN
+222.4%
+69.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.1% |
| 7D | +0.3% | -3.1% | +3.4% | +1.0% |
| 30D | +2.0% | +0.6% | +1.5% | +1.8% |
| 3M | +4.4% | -10.8% | +15.2% | +6.9% |
| 6M | +28.3% | -18.1% | +46.5% | +34.3% |
| YTD | +20.5% | -12.3% | +32.8% | +23.3% |
| 1Y | +45.5% | -0.2% | +45.7% | +43.2% |
| 3Y | +274.0% | +23.4% | +250.7% | +241.3% |
| 5Y | +136.1% | +56.4% | +79.8% | +97.4% |
| All | +291.5% | +222.4% | +69.2% | +181.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling