+41.5%
NU vs AZN
+59.7%
-18.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.7% |
| 7D | -4.9% | -1.6% | -3.3% | -4.5% |
| 30D | +7.8% | +1.1% | +6.8% | +7.5% |
| 3M | +20.9% | -12.1% | +33.1% | +24.2% |
| 6M | +0.9% | -17.1% | +18.0% | +5.2% |
| YTD | -12.7% | -12.0% | -0.7% | -10.5% |
| 1Y | -6.4% | -0.2% | -6.2% | -7.3% |
| 3Y | +98.1% | +26.8% | +71.3% | +78.9% |
| All | +41.5% | +59.7% | -18.1% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling