-3.7%
FISV vs AZN
+18.4%
-22.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.5% | +5.7% |
| 7D | +29.6% | +11.5% | +18.1% | +26.8% |
| 30D | +34.5% | +20.8% | +13.7% | +29.8% |
| 3M | +11.2% | +21.5% | -10.2% | +7.1% |
| 6M | -1.2% | +3.0% | -4.2% | -2.1% |
| YTD | -7.6% | +3.9% | -11.5% | -8.7% |
| 1Y | -3.7% | +16.4% | -20.1% | -3.4% |
| All | -3.7% | +18.4% | -22.1% | -3.4% |
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 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