-38.7%
NOW vs AZN
+18.4%
-57.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | +0.3% |
| 7D | -27.5% | +11.5% | -39.0% | -25.6% |
| 30D | -20.0% | +20.8% | -40.8% | -17.2% |
| 3M | -7.9% | +21.5% | -29.4% | -4.4% |
| 6M | +18.3% | +3.0% | +15.3% | +18.1% |
| YTD | -29.0% | +3.9% | -32.8% | -30.5% |
| 1Y | -38.7% | +16.4% | -55.1% | -39.3% |
| All | -38.7% | +18.4% | -57.1% | -39.3% |
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