+11,919.1%
LIN vs AZN
+5,198.7%
+6,720.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +6.5% | +16.4% | -10.0% | +1.6% |
| 3M | +5.5% | +15.7% | -10.3% | +0.7% |
| 6M | +3.3% | +0.8% | +2.5% | +2.3% |
| YTD | +22.0% | +2.5% | +19.6% | +19.7% |
| 1Y | +25.7% | +12.4% | +13.3% | +19.8% |
| 3Y | +36.2% | +53.4% | -17.2% | +16.5% |
| 5Y | +66.1% | +62.8% | +3.2% | +38.0% |
| 10Y | +431.0% | +342.7% | +88.2% | +217.4% |
| All | +11,919.1% | +5,198.7% | +6,720.4% | +4,256.0% |
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