+45.4%
NU vs AZN
+59.1%
-13.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.3% |
| 7D | -4.2% | -3.1% | -1.1% | -3.5% |
| 30D | +10.0% | +0.6% | +9.5% | +9.9% |
| 3M | +29.3% | -10.8% | +40.1% | +32.2% |
| 6M | +0.9% | -18.1% | +19.1% | +5.5% |
| YTD | -10.3% | -12.3% | +2.0% | -8.0% |
| 1Y | -3.2% | -0.2% | -3.0% | -4.1% |
| 3Y | +120.6% | +23.4% | +97.2% | +100.9% |
| All | +45.4% | +59.1% | -13.7% | +34.0% |
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