+257.2%
PLD vs AZN
+339.5%
-82.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | -1.1% | +2.4% | +1.7% |
| 30D | -1.4% | +13.8% | -15.2% | -5.8% |
| 3M | -8.2% | +17.3% | -25.5% | -13.3% |
| 6M | -8.0% | -1.7% | -6.3% | -8.1% |
| YTD | +3.2% | +1.4% | +1.8% | +1.5% |
| 1Y | +7.0% | +5.2% | +1.9% | +3.9% |
| 3Y | +38.3% | +52.6% | -14.4% | +15.5% |
| 5Y | +0.2% | +72.9% | -72.7% | -20.9% |
| All | +257.2% | +339.5% | -82.2% | +139.1% |
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