+14,546.7%
NVDA vs AZN
+223.4%
+14,323.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.2% |
| 7D | -5.1% | -1.6% | -3.6% | -4.6% |
| 30D | -2.5% | +1.1% | -3.5% | -3.0% |
| 3M | +6.7% | -12.1% | +18.8% | +11.1% |
| 6M | +17.6% | -17.1% | +34.8% | +25.2% |
| YTD | +17.3% | -12.0% | +29.3% | +21.1% |
| 1Y | +23.5% | -0.2% | +23.7% | +20.0% |
| 3Y | +384.6% | +26.8% | +357.8% | +309.0% |
| 5Y | +875.4% | +56.9% | +818.5% | +619.5% |
| All | +14,546.7% | +223.4% | +14,323.3% | +8,131.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling