-7.0%
DASH vs AZN
+61.4%
-68.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -6.0% | +16.4% | -22.5% | -9.7% |
| 3M | -15.8% | +15.7% | -31.5% | -18.9% |
| 6M | +7.0% | +0.8% | +6.1% | +6.2% |
| YTD | -20.7% | +2.5% | -23.1% | -22.2% |
| 1Y | -8.5% | +12.4% | -21.0% | -13.1% |
| 3Y | +101.8% | +53.4% | +48.4% | +63.1% |
| All | -7.0% | +61.4% | -68.4% | -31.6% |
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