+379.1%
V vs AZN
+223.4%
+155.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.2% | -1.6% | +0.3% | -0.8% |
| 30D | +3.1% | +1.1% | +2.0% | +2.7% |
| 3M | +16.3% | -12.1% | +28.5% | +20.4% |
| 6M | +20.4% | -17.1% | +37.5% | +26.6% |
| YTD | +6.3% | -12.0% | +18.2% | +9.3% |
| 1Y | +8.7% | -0.2% | +8.9% | +7.2% |
| 3Y | +53.3% | +26.8% | +26.5% | +37.5% |
| 5Y | +71.1% | +56.9% | +14.2% | +40.0% |
| All | +379.1% | +223.4% | +155.7% | +211.6% |
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