+1.2%
PLD vs AZN
+62.1%
-61.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | -1.0% | -1.9% | +0.9% | -0.4% |
| 30D | -1.8% | +17.1% | -19.0% | -7.2% |
| 3M | -6.0% | +16.8% | -22.9% | -11.2% |
| 6M | -8.4% | +2.0% | -10.4% | -9.6% |
| YTD | +4.2% | +1.9% | +2.3% | +2.4% |
| 1Y | +6.2% | +5.2% | +1.0% | +3.0% |
| 3Y | +37.0% | +54.8% | -17.8% | +11.5% |
| 5Y | +1.2% | +62.4% | -61.3% | -21.4% |
| All | +1.2% | +62.1% | -61.0% | -21.4% |
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