+248.8%
NBIS vs AZN
+0.4%
+248.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.7% | +7.2% |
| 7D | +8.2% | 0.0% | +8.2% | +8.2% |
| 30D | +3.4% | +0.7% | +2.6% | +3.9% |
| 3M | -12.8% | -10.5% | -2.3% | -12.9% |
| 6M | +131.5% | -19.3% | +150.8% | +132.7% |
| YTD | +170.5% | -10.6% | +181.0% | +170.7% |
| 1Y | +248.8% | +0.5% | +248.3% | +255.3% |
| All | +248.8% | +0.4% | +248.4% | +255.3% |
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