+2,684.0%
SNDK vs AZN
+0.4%
+2,683.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.3% | +13.2% | +11.6% |
| 7D | +17.2% | 0.0% | +17.2% | +17.2% |
| 30D | +28.8% | +0.7% | +28.1% | +29.4% |
| 3M | -1.1% | -10.5% | +9.4% | -1.6% |
| 6M | +190.5% | -19.3% | +209.7% | +203.6% |
| YTD | +633.0% | -10.6% | +643.6% | +630.6% |
| 1Y | +2,684.0% | +0.5% | +2,683.5% | +2,601.8% |
| All | +2,684.0% | +0.4% | +2,683.6% | +2,601.8% |
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