+29.3%
V vs AZN
+18.4%
+10.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.1% | +3.5% |
| 7D | +9.0% | +11.5% | -2.5% | +7.5% |
| 30D | +18.1% | +20.8% | -2.7% | +15.6% |
| 3M | +18.3% | +21.5% | -3.1% | +15.7% |
| 6M | +34.1% | +3.0% | +31.1% | +33.4% |
| YTD | +25.2% | +3.9% | +21.4% | +24.7% |
| 1Y | +29.3% | +16.4% | +12.9% | +27.1% |
| All | +29.3% | +18.4% | +10.9% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling