+329.8%
SLV vs AZN
+528.0%
-198.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.4% |
| 7D | +2.5% | -1.5% | +4.0% | +2.8% |
| 30D | +3.3% | -0.9% | +4.1% | +3.4% |
| 3M | -3.6% | -11.8% | +8.3% | -1.5% |
| 6M | -21.8% | -17.6% | -4.2% | -18.9% |
| YTD | -7.8% | -12.0% | +4.2% | -5.7% |
| 1Y | +58.3% | -0.9% | +59.1% | +57.8% |
| 3Y | +182.6% | +23.7% | +158.9% | +167.4% |
| 5Y | +167.8% | +54.5% | +113.3% | +140.6% |
| 10Y | +218.9% | +218.2% | +0.7% | +141.9% |
| All | +329.8% | +528.0% | -198.1% | +148.9% |
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