+384.6%
NVDA vs AZN
+28.0%
+356.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | -5.1% | -1.6% | -3.6% | -5.0% |
| 30D | -2.5% | +1.1% | -3.5% | -2.6% |
| 3M | +6.7% | -12.1% | +18.8% | +7.7% |
| 6M | +17.6% | -17.1% | +34.8% | +19.6% |
| YTD | +17.3% | -12.0% | +29.3% | +18.2% |
| 1Y | +23.5% | -0.2% | +23.7% | +22.2% |
| 3Y | +384.6% | +26.8% | +357.8% | +376.2% |
| All | +384.6% | +28.0% | +356.6% | +376.2% |
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