+42,111.3%
GILD vs AZN
+4,452.3%
+37,658.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -4.8% | -1.6% | -3.3% | -4.3% |
| 30D | +5.8% | +1.1% | +4.7% | +5.4% |
| 3M | +14.9% | -12.1% | +27.1% | +20.2% |
| 6M | -0.4% | -17.1% | +16.8% | +6.4% |
| YTD | +18.5% | -12.0% | +30.5% | +23.7% |
| 1Y | +25.1% | -0.2% | +25.3% | +24.0% |
| 3Y | +105.9% | +26.8% | +79.1% | +83.5% |
| 5Y | +143.0% | +56.9% | +86.1% | +95.4% |
| 10Y | +162.4% | +226.7% | -64.3% | +49.8% |
| All | +42,111.3% | +4,452.3% | +37,658.9% | +6,870.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling