+53.3%
V vs AZN
+28.0%
+25.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +18.8% |
| 6M | +20.4% | -17.1% | +37.5% | +24.1% |
| YTD | +6.3% | -12.0% | +18.2% | +8.1% |
| 1Y | +8.7% | -0.2% | +8.9% | +7.7% |
| 3Y | +53.3% | +26.8% | +26.5% | +45.4% |
| All | +53.3% | +28.0% | +25.3% | +45.4% |
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 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