+323.1%
MRVL vs AZN
+28.0%
+295.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +4.0% |
| 7D | +5.6% | -1.6% | +7.2% | +5.6% |
| 30D | +8.8% | +1.1% | +7.7% | +8.8% |
| 3M | -15.9% | -12.1% | -3.7% | -15.7% |
| 6M | +161.3% | -17.1% | +178.4% | +164.1% |
| YTD | +178.2% | -12.0% | +190.2% | +177.9% |
| 1Y | +255.3% | -0.2% | +255.5% | +247.3% |
| 3Y | +323.1% | +26.8% | +296.3% | +300.6% |
| All | +323.1% | +28.0% | +295.1% | +300.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling