+175.3%
HOOD vs AZN
+54.9%
+120.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.1% |
| 7D | -9.1% | -3.1% | -6.0% | -8.5% |
| 30D | +20.1% | +0.6% | +19.5% | +20.1% |
| 3M | +31.2% | -10.8% | +42.0% | +34.0% |
| 6M | +44.3% | -18.1% | +62.4% | +50.3% |
| YTD | +0.2% | -12.3% | +12.5% | +2.3% |
| 1Y | -3.5% | -0.2% | -3.3% | -4.9% |
| 3Y | +955.2% | +23.4% | +931.9% | +871.7% |
| 5Y | +175.3% | +56.4% | +118.9% | +151.9% |
| All | +175.3% | +54.9% | +120.4% | +151.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling