+272.5%
SNDK vs AZN
+16.0%
+256.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -1.1% | -21.1% | -22.8% |
| 7D | -39.4% | +7.1% | -46.5% | -36.8% |
| 30D | -51.4% | +17.8% | -69.2% | -47.4% |
| 3M | -40.3% | +15.7% | -56.0% | -35.4% |
| 6M | -42.7% | +3.1% | -45.8% | -38.9% |
| YTD | +239.7% | +2.7% | +237.0% | +249.5% |
| 1Y | +272.5% | +16.3% | +256.2% | +243.7% |
| All | +272.5% | +16.0% | +256.5% | +243.7% |
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