+4,437.1%
SNDK vs AZN
+10.6%
+4,426.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | -6.1% | -1.6% | -4.6% | -6.0% |
| 30D | +21.5% | +1.1% | +20.4% | +21.3% |
| 3M | -13.2% | -12.1% | -1.1% | -12.1% |
| 6M | +149.2% | -17.1% | +166.3% | +160.6% |
| YTD | +588.1% | -12.0% | +600.1% | +588.6% |
| 1Y | +1,837.5% | -0.2% | +1,837.8% | +1,690.2% |
| All | +4,437.1% | +10.6% | +4,426.4% | +3,965.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling