+12.9%
TQQQ vs AZN
+18.4%
-5.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +3.3% |
| 7D | -14.0% | +11.5% | -25.5% | -12.2% |
| 30D | -25.1% | +20.8% | -45.9% | -23.2% |
| 3M | -16.7% | +21.5% | -38.1% | -14.2% |
| 6M | -3.7% | +3.0% | -6.7% | -1.1% |
| YTD | +18.8% | +3.9% | +14.9% | +20.3% |
| 1Y | +12.9% | +16.4% | -3.5% | +12.1% |
| All | +12.9% | +18.4% | -5.5% | +12.1% |
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