-16.3%
UNH vs AZN
+28.0%
-44.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | -4.5% | -1.6% | -3.0% | -4.4% |
| 30D | -6.5% | +1.1% | -7.6% | -6.6% |
| 3M | -6.0% | -12.1% | +6.1% | -5.2% |
| 6M | +33.7% | -17.1% | +50.8% | +35.2% |
| YTD | +16.4% | -12.0% | +28.4% | +16.8% |
| 1Y | +10.1% | -0.2% | +10.3% | +8.8% |
| 3Y | -16.3% | +26.8% | -43.1% | -18.2% |
| All | -16.3% | +28.0% | -44.3% | -18.2% |
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 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