-35.6%
SMCI vs AZN
+16.0%
-51.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.1% | -7.4% | -8.3% |
| 7D | -21.3% | +7.1% | -28.5% | -22.4% |
| 30D | -37.7% | +17.8% | -55.5% | -40.2% |
| 3M | -10.7% | +15.7% | -26.4% | -13.7% |
| 6M | -2.7% | +3.1% | -5.8% | -2.5% |
| YTD | -7.5% | +2.7% | -10.2% | -6.3% |
| 1Y | -35.6% | +16.3% | -51.9% | -34.5% |
| All | -35.6% | +16.0% | -51.6% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling