+973.7%
PLTR vs AZN
+25.4%
+948.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | -0.4% |
| 7D | 0.0% | -2.9% | +2.9% | +0.1% |
| 30D | -3.3% | -3.1% | -0.2% | -3.2% |
| 3M | +28.4% | -14.4% | +42.8% | +29.5% |
| 6M | +8.4% | -19.5% | +27.9% | +9.8% |
| YTD | -4.6% | -13.8% | +9.1% | -4.4% |
| 1Y | +4.4% | -2.4% | +6.8% | +3.2% |
| All | +973.7% | +25.4% | +948.2% | +881.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling