-8.9%
DASH vs AZN
+90.0%
-98.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.0% |
| 7D | -4.1% | -1.3% | -2.8% | -3.7% |
| 30D | -10.6% | +18.3% | -29.0% | -14.2% |
| 3M | -18.8% | +16.3% | -35.1% | -21.8% |
| 6M | +11.2% | -0.1% | +11.3% | +10.8% |
| YTD | -23.8% | +1.3% | -25.1% | -24.9% |
| 1Y | -12.2% | +6.2% | -18.4% | -14.7% |
| 3Y | +97.3% | +53.9% | +43.4% | +63.7% |
| 5Y | -29.8% | +72.8% | -102.6% | -44.1% |
| All | -8.9% | +90.0% | -98.9% | -28.8% |
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