+11,415.3%
SPGI vs AZN
+4,448.6%
+6,966.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.7% |
| 7D | -2.5% | -1.5% | -1.0% | -2.0% |
| 30D | +5.4% | -0.9% | +6.3% | +5.7% |
| 3M | +9.0% | -11.8% | +20.9% | +12.9% |
| 6M | +0.8% | -17.6% | +18.4% | +6.4% |
| YTD | -12.6% | -12.0% | -0.5% | -10.0% |
| 1Y | -16.1% | -0.9% | -15.3% | -17.3% |
| 3Y | +19.0% | +23.7% | -4.7% | +7.7% |
| 5Y | +5.1% | +54.5% | -49.5% | -12.9% |
| 10Y | +295.5% | +218.2% | +77.3% | +152.8% |
| All | +11,415.3% | +4,448.6% | +6,966.7% | +4,144.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling