+1,142.4%
MPC vs AZN
+216.9%
+925.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.4% | +0.9% |
| 7D | +3.2% | -2.9% | +6.1% | +3.9% |
| 30D | +25.0% | -3.1% | +28.1% | +25.9% |
| 3M | +55.2% | -14.4% | +69.6% | +60.5% |
| 6M | +86.4% | -19.5% | +105.9% | +95.1% |
| YTD | +148.5% | -13.8% | +162.2% | +153.7% |
| 1Y | +121.7% | -2.4% | +124.1% | +117.2% |
| 3Y | +172.9% | +21.3% | +151.6% | +143.6% |
| 5Y | +679.9% | +53.6% | +626.3% | +516.8% |
| All | +1,142.4% | +216.9% | +925.5% | +768.4% |
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