+504.3%
MUU vs AZN
+18.4%
+485.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.8% | -16.8% | -12.9% |
| 7D | -35.9% | +11.5% | -47.4% | -33.1% |
| 30D | -47.1% | +20.8% | -67.9% | -44.0% |
| 3M | -29.8% | +21.5% | -51.3% | -25.4% |
| 6M | +16.0% | +3.0% | +13.0% | +24.2% |
| YTD | +286.1% | +3.9% | +282.2% | +302.8% |
| 1Y | +504.3% | +16.4% | +487.9% | +506.7% |
| All | +504.3% | +18.4% | +485.9% | +506.7% |
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