+228.4%
UNH vs AZN
+223.4%
+5.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -4.5% | -1.6% | -3.0% | -4.1% |
| 30D | -6.5% | +1.1% | -7.6% | -6.9% |
| 3M | -6.0% | -12.1% | +6.1% | -2.9% |
| 6M | +33.7% | -17.1% | +50.8% | +40.0% |
| YTD | +16.4% | -12.0% | +28.4% | +19.2% |
| 1Y | +10.1% | -0.2% | +10.3% | +8.1% |
| 3Y | -16.3% | +26.8% | -43.1% | -25.3% |
| 5Y | +2.1% | +56.9% | -54.8% | -17.3% |
| All | +228.4% | +223.4% | +5.0% | +141.4% |
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 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