+4,037.4%
MCD vs AZN
+4,448.6%
-411.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.4% |
| 7D | -2.0% | -1.5% | -0.5% | -1.7% |
| 30D | -6.1% | -0.9% | -5.3% | -6.0% |
| 3M | -7.3% | -11.8% | +4.6% | -5.1% |
| 6M | -20.9% | -17.6% | -3.3% | -18.0% |
| YTD | -14.7% | -12.0% | -2.6% | -12.8% |
| 1Y | -16.1% | -0.9% | -15.3% | -16.5% |
| 3Y | -1.5% | +23.7% | -25.2% | -7.0% |
| 5Y | +20.4% | +54.5% | -34.1% | +7.6% |
| 10Y | +180.0% | +218.2% | -38.2% | +113.6% |
| All | +4,037.4% | +4,448.6% | -411.2% | +1,911.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling