+10.7%
DHR vs AZN
+18.4%
-7.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.5% |
| 7D | +0.4% | +11.5% | -11.1% | -1.9% |
| 30D | +6.2% | +20.8% | -14.5% | +1.9% |
| 3M | +20.8% | +21.5% | -0.6% | +15.9% |
| 6M | +35.5% | +3.0% | +32.5% | +34.3% |
| YTD | +3.2% | +3.9% | -0.6% | +2.0% |
| 1Y | +10.7% | +16.4% | -5.7% | +5.6% |
| All | +10.7% | +18.4% | -7.7% | +5.6% |
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 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