+376.4%
TTD vs AZN
+214.2%
+162.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | -0.6% | -1.6% | +0.9% | +0.1% |
| 30D | +6.3% | +1.1% | +5.2% | +5.7% |
| 3M | -24.1% | -12.1% | -12.0% | -20.3% |
| 6M | -47.4% | -17.1% | -30.3% | -43.6% |
| YTD | -62.2% | -12.0% | -50.2% | -61.0% |
| 1Y | -68.3% | -0.2% | -68.1% | -69.6% |
| 3Y | -83.4% | +26.8% | -110.2% | -86.5% |
| 5Y | -80.3% | +56.9% | -137.2% | -86.4% |
| All | +376.4% | +214.2% | +162.2% | +104.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling