+12.8%
TEAM vs AZN
+0.4%
+12.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.4% | -3.1% |
| 7D | -0.4% | 0.0% | -0.4% | -0.5% |
| 30D | +67.3% | +0.7% | +66.6% | +67.6% |
| 3M | +86.8% | -10.5% | +97.3% | +78.6% |
| 6M | +146.8% | -19.3% | +166.1% | +128.7% |
| YTD | +16.9% | -10.6% | +27.5% | +10.0% |
| 1Y | +12.8% | +0.5% | +12.3% | +11.9% |
| All | +12.8% | +0.4% | +12.4% | +11.9% |
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