+18.7%
HOOD vs AZN
+0.4%
+18.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.0% |
| 7D | +17.1% | 0.0% | +17.1% | +17.1% |
| 30D | +31.6% | +0.7% | +30.8% | +31.8% |
| 3M | +38.2% | -10.5% | +48.7% | +37.9% |
| 6M | +48.5% | -19.3% | +67.8% | +48.2% |
| YTD | +8.0% | -10.6% | +18.6% | +8.1% |
| 1Y | +18.7% | +0.5% | +18.1% | +22.9% |
| All | +18.7% | +0.4% | +18.3% | +22.9% |
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