+250.7%
TQQQ vs AZN
+28.0%
+222.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.5% |
| 7D | -1.9% | -1.6% | -0.4% | -1.5% |
| 30D | -4.9% | +1.1% | -5.9% | -5.2% |
| 3M | -6.4% | -12.1% | +5.7% | -3.8% |
| 6M | +44.4% | -17.1% | +61.5% | +52.2% |
| YTD | +35.2% | -12.0% | +47.1% | +38.2% |
| 1Y | +49.5% | -0.2% | +49.7% | +44.1% |
| 3Y | +250.7% | +26.8% | +223.9% | +204.6% |
| All | +250.7% | +28.0% | +222.7% | +204.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling