-20.0%
DASH vs AZN
+0.2%
-20.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -5.4% |
| 7D | -11.2% | -1.5% | -9.7% | -11.3% |
| 30D | -7.3% | -0.9% | -6.5% | -7.4% |
| 3M | +31.4% | -11.8% | +43.3% | +30.1% |
| 6M | +11.9% | -17.6% | +29.5% | +9.1% |
| YTD | -11.5% | -12.0% | +0.6% | -12.4% |
| 1Y | -20.0% | -0.9% | -19.2% | -16.8% |
| All | -20.0% | +0.2% | -20.2% | -16.8% |
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 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