+47.6%
TSLA vs AZN
+55.9%
-8.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +3.2% | -1.6% | +4.8% | +3.4% |
| 30D | +11.6% | +1.1% | +10.5% | +11.4% |
| 3M | -8.4% | -12.1% | +3.7% | -7.0% |
| 6M | -10.4% | -17.1% | +6.8% | -8.0% |
| YTD | -18.7% | -12.0% | -6.8% | -17.7% |
| 1Y | -0.9% | -0.2% | -0.7% | -2.5% |
| 3Y | +33.6% | +26.8% | +6.8% | +22.7% |
| All | +47.6% | +55.9% | -8.3% | +37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling