+1,692.6%
PLTR vs AZN
+64.7%
+1,627.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -2.1% |
| 7D | -5.3% | -1.5% | -3.9% | -5.1% |
| 30D | -1.0% | -0.9% | -0.1% | -0.9% |
| 3M | +24.8% | -11.8% | +36.6% | +26.9% |
| 6M | +8.4% | -17.6% | +26.0% | +11.4% |
| YTD | -4.2% | -12.0% | +7.9% | -3.1% |
| 1Y | +9.1% | -0.9% | +10.0% | +7.5% |
| 3Y | +1,025.6% | +23.7% | +1,001.9% | +939.6% |
| 5Y | +565.8% | +54.5% | +511.2% | +507.5% |
| All | +1,692.6% | +64.7% | +1,627.9% | +1,587.6% |
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 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