-6.5%
HAL vs AZN
+27.6%
-34.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -2.9% |
| 7D | -3.3% | -3.1% | -0.2% | -3.2% |
| 30D | +7.2% | +0.6% | +6.7% | +7.1% |
| 3M | -8.8% | -10.8% | +2.0% | -8.3% |
| 6M | +3.0% | -18.1% | +21.1% | +4.0% |
| YTD | +29.4% | -12.3% | +41.7% | +29.9% |
| 1Y | +62.8% | -0.2% | +63.0% | +61.5% |
| All | -6.5% | +27.6% | -34.1% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling