+572.8%
HAL vs AZN
+4,448.6%
-3,875.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.2% |
| 7D | +0.5% | -1.5% | +2.0% | +0.9% |
| 30D | +15.9% | -0.9% | +16.8% | +16.1% |
| 3M | -8.7% | -11.8% | +3.1% | -5.5% |
| 6M | +9.0% | -17.6% | +26.6% | +15.0% |
| YTD | +32.0% | -12.0% | +44.1% | +35.8% |
| 1Y | +72.5% | -0.9% | +73.3% | +69.4% |
| 3Y | -4.5% | +23.7% | -28.2% | -15.0% |
| 5Y | +109.7% | +54.5% | +55.1% | +68.7% |
| 10Y | +1.2% | +218.2% | -217.0% | -39.1% |
| All | +572.8% | +4,448.6% | -3,875.8% | +132.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling