+7.4%
DASH vs AZN
+51.9%
-44.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.4% | -4.3% |
| 7D | -10.6% | 0.0% | -10.6% | -10.6% |
| 30D | +2.2% | +0.7% | +1.4% | +1.9% |
| 3M | +32.3% | -10.5% | +42.8% | +35.6% |
| 6M | +19.1% | -19.3% | +38.4% | +25.3% |
| YTD | -6.5% | -10.6% | +4.1% | -5.0% |
| 1Y | -14.9% | +0.5% | -15.4% | -17.1% |
| 3Y | +151.9% | +25.9% | +126.1% | +119.2% |
| All | +7.4% | +51.9% | -44.5% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling