+33,074.2%
MU vs AZN
+5,142.4%
+27,931.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.6% | -2.5% |
| 7D | +12.8% | -1.1% | +13.9% | +13.3% |
| 30D | -14.9% | +13.8% | -28.7% | -19.4% |
| 3M | -18.0% | +17.3% | -35.3% | -23.7% |
| 6M | -3.1% | -1.7% | -1.4% | -4.8% |
| YTD | +172.9% | +1.4% | +171.5% | +164.2% |
| 1Y | +228.8% | +5.2% | +223.7% | +213.9% |
| 3Y | +950.8% | +52.6% | +898.2% | +748.2% |
| 5Y | +931.3% | +72.9% | +858.4% | +677.5% |
| 10Y | +4,417.7% | +333.0% | +4,084.7% | +2,155.5% |
| All | +33,074.2% | +5,142.4% | +27,931.8% | +8,335.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling