+63,447.4%
NFLX vs AZN
+702.0%
+62,745.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -0.4% |
| 7D | -8.1% | -2.9% | -5.2% | -7.2% |
| 30D | -0.3% | -3.1% | +2.7% | +0.6% |
| 3M | -6.6% | -14.4% | +7.8% | -2.3% |
| 6M | -22.7% | -19.5% | -3.2% | -17.7% |
| YTD | -18.9% | -13.8% | -5.2% | -15.8% |
| 1Y | -39.8% | -2.4% | -37.4% | -40.3% |
| 3Y | +71.7% | +21.3% | +50.4% | +55.6% |
| 5Y | +27.2% | +53.6% | -26.4% | +5.1% |
| 10Y | +687.9% | +220.1% | +467.7% | +397.4% |
| All | +63,447.4% | +702.0% | +62,745.4% | +23,296.4% |
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