+2,771.1%
NOW vs AZN
+483.4%
+2,287.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.5% |
| 7D | -2.4% | 0.0% | -2.4% | -2.3% |
| 30D | +20.5% | +0.7% | +19.8% | +20.2% |
| 3M | +18.3% | -10.5% | +28.9% | +22.2% |
| 6M | +24.1% | -19.3% | +43.3% | +32.4% |
| YTD | -7.8% | -10.6% | +2.8% | -5.9% |
| 1Y | -21.4% | +0.5% | -21.9% | -23.9% |
| 3Y | +19.5% | +25.9% | -6.3% | +2.6% |
| 5Y | +4.1% | +52.4% | -48.3% | -19.6% |
| 10Y | +826.4% | +220.8% | +605.6% | +404.0% |
| All | +2,771.1% | +483.4% | +2,287.8% | +1,064.8% |
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