+1,384.0%
MU vs AZN
+25.4%
+1,358.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.9% | +4.7% | +3.1% |
| 7D | +7.5% | -2.9% | +10.4% | +8.0% |
| 30D | +19.4% | -3.1% | +22.4% | +19.9% |
| 3M | +9.8% | -14.4% | +24.3% | +12.9% |
| 6M | +164.1% | -19.5% | +183.6% | +176.8% |
| YTD | +260.3% | -13.8% | +274.1% | +267.9% |
| 1Y | +661.2% | -2.4% | +663.6% | +643.3% |
| All | +1,384.0% | +25.4% | +1,358.6% | +1,253.4% |
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 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