+31,068.2%
WDC vs AZN
+4,360.5%
+26,707.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +3.0% | +1.7% |
| 7D | +7.5% | -2.9% | +10.4% | +8.4% |
| 30D | +10.1% | -3.1% | +13.1% | +10.9% |
| 3M | -6.8% | -14.4% | +7.6% | -3.3% |
| 6M | +84.1% | -19.5% | +103.6% | +94.4% |
| YTD | +180.3% | -13.8% | +194.0% | +188.5% |
| 1Y | +411.1% | -2.4% | +413.5% | +404.0% |
| 3Y | +1,375.0% | +21.3% | +1,353.7% | +1,227.1% |
| 5Y | +991.6% | +53.6% | +937.9% | +791.3% |
| 10Y | +1,309.1% | +220.1% | +1,088.9% | +774.1% |
| All | +31,068.2% | +4,360.5% | +26,707.7% | +8,165.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling