-29.4%
NOW vs AZN
+0.1%
-29.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.1% |
| 7D | -6.2% | -1.6% | -4.6% | -6.4% |
| 30D | +6.1% | +1.1% | +5.0% | +6.2% |
| 3M | +28.6% | -12.1% | +40.7% | +25.4% |
| 6M | +14.6% | -17.1% | +31.8% | +10.5% |
| YTD | -13.5% | -12.0% | -1.5% | -16.7% |
| 1Y | -29.4% | -0.2% | -29.2% | -31.1% |
| All | -29.4% | +0.1% | -29.5% | -31.1% |
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