+1,747.8%
PLD vs AZN
+1,281.2%
+466.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.2% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | -2.4% | +0.7% | -3.2% | -2.8% |
| 3M | -3.8% | -10.5% | +6.7% | 0.0% |
| 6M | 0.0% | -19.3% | +19.3% | +8.2% |
| YTD | +9.2% | -10.6% | +19.8% | +13.0% |
| 1Y | +25.9% | +0.5% | +25.4% | +23.7% |
| 3Y | +21.3% | +25.9% | -4.6% | +7.3% |
| 5Y | +14.1% | +52.4% | -38.3% | -8.2% |
| 10Y | +237.9% | +220.8% | +17.0% | +91.8% |
| All | +1,747.8% | +1,281.2% | +466.6% | +512.5% |
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 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