-2.7%
SMCI vs AZN
+0.4%
-3.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +5.0% |
| 7D | +6.8% | 0.0% | +6.8% | +6.7% |
| 30D | +30.6% | +0.7% | +29.8% | +30.2% |
| 3M | -15.6% | -10.5% | -5.1% | -11.9% |
| 6M | +21.3% | -19.3% | +40.5% | +35.0% |
| YTD | +35.3% | -10.6% | +45.8% | +42.1% |
| 1Y | -2.7% | +0.5% | -3.2% | -4.4% |
| All | -2.7% | +0.4% | -3.1% | -4.4% |
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