+24.0%
LIN vs AZN
+7.0%
+17.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | +2.0% | +1.6% | +0.4% | +1.8% |
| 30D | +7.9% | +17.3% | -9.4% | +6.5% |
| 3M | +6.3% | +15.3% | -9.0% | +5.0% |
| 6M | +6.5% | +2.1% | +4.3% | +6.4% |
| YTD | +23.6% | +2.6% | +20.9% | +23.6% |
| All | +24.0% | +7.0% | +17.0% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling