+243.5%
PLD vs AZN
+223.4%
+20.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | -1.2% | -1.6% | +0.4% | -0.6% |
| 30D | -3.5% | +1.1% | -4.6% | -3.9% |
| 3M | -7.1% | -12.1% | +5.0% | -3.3% |
| 6M | +2.6% | -17.1% | +19.7% | +8.8% |
| YTD | +8.0% | -12.0% | +19.9% | +11.8% |
| 1Y | +22.1% | -0.2% | +22.3% | +20.4% |
| 3Y | +22.3% | +26.8% | -4.5% | +9.2% |
| 5Y | +17.3% | +56.9% | -39.6% | -4.1% |
| All | +243.5% | +223.4% | +20.1% | +158.5% |
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