+422.4%
LIN vs AZN
+344.3%
+78.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.7% |
| 7D | +2.0% | +1.6% | +0.4% | +1.5% |
| 30D | +7.9% | +17.3% | -9.4% | +2.8% |
| 3M | +6.3% | +15.3% | -9.0% | +1.6% |
| 6M | +6.5% | +2.1% | +4.3% | +5.1% |
| YTD | +23.6% | +2.6% | +20.9% | +21.2% |
| 1Y | +25.7% | +7.9% | +17.9% | +21.2% |
| 3Y | +35.6% | +55.8% | -20.2% | +14.1% |
| 5Y | +65.9% | +63.0% | +2.9% | +35.3% |
| All | +422.4% | +344.3% | +78.1% | +243.2% |
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