+595,415.1%
NVDA vs AZN
+753.2%
+594,662.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.2% |
| 7D | -0.3% | -2.9% | +2.6% | +0.7% |
| 30D | +2.8% | -3.1% | +5.9% | +3.9% |
| 3M | +7.4% | -14.4% | +21.9% | +12.7% |
| 6M | +22.6% | -19.5% | +42.1% | +31.1% |
| YTD | +20.1% | -13.8% | +33.8% | +24.7% |
| 1Y | +31.2% | -2.4% | +33.5% | +29.4% |
| 3Y | +391.7% | +21.3% | +370.5% | +337.7% |
| 5Y | +911.9% | +53.6% | +858.2% | +712.4% |
| 10Y | +15,200.7% | +220.1% | +14,980.6% | +9,171.6% |
| All | +595,415.1% | +753.2% | +594,662.0% | +252,513.9% |
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 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