+63.9%
HAL vs AZN
+0.1%
+63.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.6% |
| 7D | -3.3% | -1.6% | -1.8% | -3.4% |
| 30D | +8.2% | +1.1% | +7.1% | +8.2% |
| 3M | -9.4% | -12.1% | +2.7% | -9.5% |
| 6M | +0.6% | -17.1% | +17.8% | +0.2% |
| YTD | +28.6% | -12.0% | +40.5% | +28.8% |
| 1Y | +63.9% | -0.2% | +64.1% | +64.9% |
| All | +63.9% | +0.1% | +63.8% | +64.9% |
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 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