+73.8%
NFLX vs AZN
+28.0%
+45.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | +4.3% | +1.1% | +3.2% | +4.2% |
| 3M | -4.8% | -12.1% | +7.4% | -3.8% |
| 6M | -18.4% | -17.1% | -1.3% | -17.4% |
| YTD | -17.4% | -12.0% | -5.5% | -16.6% |
| 1Y | -35.7% | -0.2% | -35.5% | -35.5% |
| 3Y | +73.8% | +26.8% | +47.0% | +70.9% |
| All | +73.8% | +28.0% | +45.8% | +70.9% |
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