+836.9%
HOOD vs AZN
+53.8%
+783.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -3.8% | -1.1% | -2.7% | -3.6% |
| 30D | -23.0% | +13.8% | -36.8% | -24.8% |
| 3M | -21.6% | +17.3% | -39.0% | -23.7% |
| 6M | +1.4% | -1.7% | +3.2% | +1.4% |
| YTD | -31.2% | +1.4% | -32.5% | -31.9% |
| 1Y | -35.9% | +5.2% | -41.1% | -37.0% |
| 3Y | +836.9% | +52.6% | +784.3% | +764.4% |
| All | +836.9% | +53.8% | +783.1% | +764.4% |
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 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