+8.2%
NOW vs AZN
+25.4%
-17.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.3% |
| 7D | -4.1% | -2.9% | -1.2% | -4.1% |
| 30D | +2.9% | -3.1% | +5.9% | +2.9% |
| 3M | +22.6% | -14.4% | +37.0% | +22.4% |
| 6M | +7.5% | -19.5% | +27.0% | +7.5% |
| YTD | -14.4% | -13.8% | -0.7% | -15.1% |
| 1Y | -29.8% | -2.4% | -27.4% | -31.1% |
| All | +8.2% | +25.4% | -17.2% | +2.2% |
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 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