+432.9%
SNXX vs AZN
-13.2%
+446.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.3% | +24.6% | +21.8% |
| 7D | +34.9% | 0.0% | +34.9% | +35.3% |
| 30D | +52.5% | +0.7% | +51.8% | +56.8% |
| 3M | -41.3% | -10.5% | -30.8% | -42.7% |
| 6M | +293.8% | -19.3% | +313.0% | +321.9% |
| All | +432.9% | -13.2% | +446.1% | +491.0% |
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 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