+369.0%
LIN vs AZN
+213.8%
+155.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.6% | +0.2% |
| 7D | -4.0% | -2.9% | -1.1% | -3.1% |
| 30D | -4.9% | -3.1% | -1.9% | -4.1% |
| 3M | -9.2% | -14.4% | +5.2% | -5.3% |
| 6M | -2.6% | -19.5% | +16.9% | +3.3% |
| YTD | +10.5% | -13.8% | +24.3% | +14.3% |
| 1Y | -0.1% | -2.4% | +2.3% | -1.0% |
| 3Y | +25.4% | +21.3% | +4.1% | +14.2% |
| 5Y | +59.7% | +53.6% | +6.0% | +32.7% |
| 10Y | +369.0% | +220.1% | +148.8% | +231.9% |
| All | +369.0% | +213.8% | +155.1% | +231.9% |
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 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