+550.2%
MU vs AZN
-0.2%
+550.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -4.9% |
| 7D | +2.0% | -3.1% | +5.1% | +2.2% |
| 30D | +12.5% | +0.6% | +12.0% | +12.5% |
| 3M | +9.6% | -10.8% | +20.4% | +10.7% |
| 6M | +142.6% | -18.1% | +160.7% | +155.2% |
| YTD | +242.7% | -12.3% | +254.9% | +245.4% |
| All | +550.2% | -0.2% | +550.4% | +514.6% |
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 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