-8.2%
DHR vs AZN
+28.0%
-36.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.6% | -1.6% | -2.1% | -3.1% |
| 30D | -2.7% | +1.1% | -3.8% | -3.1% |
| 3M | +10.9% | -12.1% | +23.1% | +15.7% |
| 6M | +3.0% | -17.1% | +20.2% | +10.0% |
| YTD | -12.2% | -12.0% | -0.2% | -9.1% |
| 1Y | +3.3% | -0.2% | +3.5% | +0.8% |
| 3Y | -8.2% | +26.8% | -35.0% | -17.9% |
| All | -8.2% | +28.0% | -36.2% | -17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling