+149.2%
SNDK vs AZN
-17.5%
+166.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.2% |
| 7D | -6.1% | -1.6% | -4.6% | -7.3% |
| 30D | +21.5% | +1.1% | +20.4% | +23.5% |
| 3M | -13.2% | -12.1% | -1.1% | -17.2% |
| 6M | +149.2% | -17.1% | +166.3% | +148.4% |
| All | +149.2% | -17.5% | +166.7% | +148.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling