+417.4%
WDC vs AZN
+0.4%
+417.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.3% | +7.1% | +5.8% |
| 7D | +1.7% | 0.0% | +1.7% | +1.7% |
| 30D | -10.0% | +0.7% | -10.7% | -9.9% |
| 3M | -18.8% | -10.5% | -8.2% | -18.6% |
| 6M | +79.0% | -19.3% | +98.3% | +88.6% |
| YTD | +171.6% | -10.6% | +182.1% | +169.4% |
| 1Y | +417.4% | +0.5% | +416.9% | +380.7% |
| All | +417.4% | +0.4% | +417.0% | +380.7% |
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