+52.0%
SNOW vs AZN
+0.4%
+51.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.2% | -5.5% |
| 7D | +2.8% | 0.0% | +2.8% | +2.8% |
| 30D | +6.4% | +0.7% | +5.7% | +6.5% |
| 3M | +38.1% | -10.5% | +48.6% | +36.9% |
| 6M | +100.4% | -19.3% | +119.7% | +99.1% |
| YTD | +53.7% | -10.6% | +64.3% | +49.2% |
| 1Y | +52.0% | +0.5% | +51.4% | +46.2% |
| All | +52.0% | +0.4% | +51.6% | +46.2% |
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