+61.6%
DDOG vs AZN
+0.4%
+61.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -10.1% | 0.0% | -10.1% | -10.1% |
| 30D | -24.8% | +0.7% | -25.5% | -24.9% |
| 3M | -12.6% | -10.5% | -2.1% | -11.4% |
| 6M | +79.9% | -19.3% | +99.2% | +90.3% |
| YTD | +56.6% | -10.6% | +67.2% | +51.4% |
| 1Y | +61.6% | +0.5% | +61.1% | +40.8% |
| All | +61.6% | +0.4% | +61.2% | +40.8% |
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