+46.4%
UBER vs AZN
+28.0%
+18.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.3% |
| 7D | -5.4% | -1.6% | -3.8% | -5.2% |
| 30D | -4.9% | +1.1% | -6.0% | -5.0% |
| 3M | +3.0% | -12.1% | +15.2% | +5.2% |
| 6M | -4.4% | -17.1% | +12.7% | -1.6% |
| YTD | -12.3% | -12.0% | -0.3% | -11.0% |
| 1Y | -24.3% | -0.2% | -24.1% | -25.0% |
| 3Y | +46.4% | +26.8% | +19.7% | +34.4% |
| All | +46.4% | +28.0% | +18.4% | +34.4% |
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 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