+16.3%
PLD vs AZN
+51.7%
-35.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.4% |
| 7D | -0.7% | -2.9% | +2.2% | +0.3% |
| 30D | -2.2% | -3.1% | +0.8% | -1.2% |
| 3M | -7.4% | -14.4% | +7.1% | -2.7% |
| 6M | +1.9% | -19.5% | +21.4% | +9.3% |
| YTD | +7.9% | -13.8% | +21.7% | +12.4% |
| 1Y | +25.1% | -2.4% | +27.5% | +24.0% |
| 3Y | +21.9% | +21.3% | +0.6% | +9.1% |
| 5Y | +16.3% | +53.6% | -37.3% | -3.5% |
| All | +16.3% | +51.7% | -35.4% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling