+5,309.8%
NEE vs AZN
+4,437.2%
+872.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.6% |
| 7D | -1.9% | -3.1% | +1.2% | -1.2% |
| 30D | -3.1% | +0.6% | -3.7% | -3.3% |
| 3M | -2.4% | -10.8% | +8.4% | -0.2% |
| 6M | -8.6% | -18.1% | +9.5% | -4.8% |
| YTD | +4.9% | -12.3% | +17.2% | +7.4% |
| 1Y | +19.4% | -0.2% | +19.6% | +18.5% |
| 3Y | +34.9% | +23.4% | +11.5% | +26.9% |
| 5Y | +11.0% | +56.4% | -45.3% | -1.7% |
| 10Y | +252.3% | +225.7% | +26.7% | +162.9% |
| All | +5,309.8% | +4,437.2% | +872.5% | +2,556.2% |
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