+8.7%
V vs AZN
+0.1%
+8.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.2% | -1.6% | +0.3% | -1.0% |
| 30D | +3.1% | +1.1% | +2.0% | +2.9% |
| 3M | +16.3% | -12.1% | +28.5% | +18.5% |
| 6M | +20.4% | -17.1% | +37.5% | +23.7% |
| YTD | +6.3% | -12.0% | +18.2% | +7.7% |
| 1Y | +8.7% | -0.2% | +8.9% | +6.9% |
| All | +8.7% | +0.1% | +8.6% | +6.9% |
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