+237.0%
HOOD vs AZN
+53.2%
+183.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.3% | -3.6% |
| 7D | +13.4% | -1.5% | +14.9% | +13.8% |
| 30D | +25.8% | -0.9% | +26.6% | +26.2% |
| 3M | +38.0% | -11.8% | +49.8% | +40.7% |
| 6M | +52.2% | -17.6% | +69.8% | +57.3% |
| YTD | +3.7% | -12.0% | +15.8% | +5.5% |
| 1Y | +0.1% | -0.9% | +0.9% | -0.9% |
| 3Y | +992.6% | +23.7% | +968.9% | +924.8% |
| 5Y | +193.0% | +54.5% | +138.4% | +190.1% |
| All | +237.0% | +53.2% | +183.7% | +258.3% |
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