+223.3%
HOOD vs AZN
+53.4%
+169.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -7.8% | -1.6% | -6.3% | -7.5% |
| 30D | +18.6% | +1.1% | +17.6% | +18.6% |
| 3M | +22.1% | -12.1% | +34.2% | +24.5% |
| 6M | +43.1% | -17.1% | +60.2% | +47.7% |
| YTD | -0.5% | -12.0% | +11.5% | +1.2% |
| 1Y | -4.4% | -0.2% | -4.2% | -5.4% |
| 3Y | +938.5% | +26.8% | +911.7% | +870.4% |
| 5Y | +173.4% | +56.9% | +116.5% | +180.7% |
| All | +223.3% | +53.4% | +169.9% | +243.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling