+531.1%
PLTR vs AZN
+54.9%
+476.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.5% |
| 7D | -9.1% | -3.1% | -6.0% | -8.6% |
| 30D | -5.2% | +0.6% | -5.8% | -5.3% |
| 3M | +27.4% | -10.8% | +38.2% | +29.9% |
| 6M | +9.7% | -18.1% | +27.9% | +13.9% |
| YTD | -6.7% | -12.3% | +5.6% | -5.3% |
| 1Y | -0.5% | -0.2% | -0.3% | -2.8% |
| 3Y | +996.2% | +23.4% | +972.9% | +876.2% |
| 5Y | +531.1% | +56.4% | +474.8% | +447.7% |
| All | +531.1% | +54.9% | +476.3% | +447.7% |
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