+719.8%
MU vs AZN
+0.4%
+719.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.3% | +7.4% | +6.1% |
| 7D | +9.0% | 0.0% | +9.0% | +9.0% |
| 30D | +13.8% | +0.7% | +13.1% | +13.8% |
| 3M | +2.1% | -10.5% | +12.6% | +3.3% |
| 6M | +153.8% | -19.3% | +173.1% | +171.8% |
| YTD | +256.4% | -10.6% | +267.0% | +259.3% |
| 1Y | +719.8% | +0.5% | +719.2% | +680.4% |
| All | +719.8% | +0.4% | +719.4% | +680.4% |
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 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