+40.1%
PYPL vs AZN
+223.4%
-183.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.7% |
| 7D | -2.3% | -1.6% | -0.7% | -1.7% |
| 30D | -9.0% | +1.1% | -10.1% | -9.3% |
| 3M | +30.6% | -12.1% | +42.7% | +36.1% |
| 6M | +18.6% | -17.1% | +35.7% | +25.8% |
| YTD | -7.2% | -12.0% | +4.8% | -3.7% |
| 1Y | -19.3% | -0.2% | -19.0% | -20.3% |
| 3Y | -12.3% | +26.8% | -39.1% | -22.3% |
| 5Y | -80.9% | +56.9% | -137.8% | -84.7% |
| All | +40.1% | +223.4% | -183.3% | -5.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling