-12.1%
DASH vs AZN
+6.0%
-18.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | -4.5% | -1.1% | -3.5% | -4.4% |
| 30D | -6.8% | +13.8% | -20.6% | -7.3% |
| 3M | -20.7% | +17.3% | -38.0% | -21.0% |
| 6M | +15.1% | -1.7% | +16.8% | +14.0% |
| YTD | -24.3% | +1.4% | -25.6% | -25.6% |
| 1Y | -12.1% | +5.2% | -17.3% | -13.3% |
| All | -12.1% | +6.0% | -18.2% | -13.3% |
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