+2,396.1%
MUU vs AZN
+6.8%
+2,389.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -8.2% | -1.6% | -6.7% | -7.7% |
| 30D | +10.2% | +1.1% | +9.1% | +9.2% |
| 3M | -26.5% | -12.1% | -14.4% | -23.8% |
| 6M | +227.2% | -17.1% | +244.4% | +253.1% |
| YTD | +527.4% | -12.0% | +539.4% | +538.8% |
| 1Y | +1,843.7% | -0.2% | +1,843.9% | +1,657.2% |
| All | +2,396.1% | +6.8% | +2,389.3% | +1,718.0% |
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