+5.8%
DASH vs AZN
+64.9%
-59.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -4.9% |
| 7D | -11.2% | -1.5% | -9.7% | -10.8% |
| 30D | -7.3% | -0.9% | -6.5% | -7.1% |
| 3M | +31.4% | -11.8% | +43.3% | +35.2% |
| 6M | +11.9% | -17.6% | +29.5% | +16.8% |
| YTD | -11.5% | -12.0% | +0.6% | -9.7% |
| 1Y | -20.0% | -0.9% | -19.2% | -21.6% |
| 3Y | +143.9% | +23.7% | +120.3% | +116.3% |
| 5Y | -0.2% | +54.5% | -54.8% | -18.5% |
| All | +5.8% | +64.9% | -59.1% | -14.4% |
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 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