+2.6%
HAL vs AZN
+223.4%
-220.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -3.3% | -1.6% | -1.8% | -3.0% |
| 30D | +8.2% | +1.1% | +7.1% | +7.7% |
| 3M | -9.4% | -12.1% | +2.7% | -6.9% |
| 6M | +0.6% | -17.1% | +17.8% | +4.7% |
| YTD | +28.6% | -12.0% | +40.5% | +31.2% |
| 1Y | +63.9% | -0.2% | +64.1% | +61.0% |
| 3Y | -7.1% | +26.8% | -33.9% | -16.6% |
| 5Y | +102.3% | +56.9% | +45.4% | +65.3% |
| All | +2.6% | +223.4% | -220.9% | -25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling