+2,594.1%
HON vs AZN
+4,437.2%
-1,843.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.1% | -1.9% |
| 7D | -2.6% | -3.1% | +0.5% | -1.7% |
| 30D | -11.9% | +0.6% | -12.4% | -12.1% |
| 3M | -6.1% | -10.8% | +4.7% | -3.2% |
| 6M | -19.2% | -18.1% | -1.1% | -14.5% |
| YTD | +0.2% | -12.3% | +12.4% | +3.4% |
| 1Y | -1.5% | -0.2% | -1.3% | -2.7% |
| 3Y | +17.9% | +23.4% | -5.4% | +7.5% |
| 5Y | +1.9% | +56.4% | -54.4% | -15.4% |
| 10Y | +135.2% | +225.7% | -90.5% | +47.7% |
| All | +2,594.1% | +4,437.2% | -1,843.2% | +887.0% |
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 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