+577.7%
HAL vs AZN
+4,524.2%
-3,946.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.2% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +17.0% | +0.7% | +16.3% | +16.6% |
| 3M | -9.7% | -10.5% | +0.9% | -7.0% |
| 6M | +8.6% | -19.3% | +27.9% | +15.4% |
| YTD | +33.0% | -10.6% | +43.6% | +36.0% |
| 1Y | +68.3% | +0.5% | +67.8% | +64.6% |
| 3Y | +0.1% | +25.9% | -25.8% | -11.4% |
| 5Y | +102.6% | +52.4% | +50.2% | +64.0% |
| 10Y | +3.8% | +220.8% | -217.0% | -37.7% |
| All | +577.7% | +4,524.2% | -3,946.5% | +132.4% |
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