+1,720.0%
WULF vs AZN
+4,284.0%
-2,564.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.7% |
| 7D | +1.4% | -1.6% | +2.9% | +1.6% |
| 30D | -2.6% | +1.1% | -3.7% | -2.8% |
| 3M | -34.0% | -12.1% | -21.8% | -33.3% |
| 6M | +10.0% | -17.1% | +27.1% | +12.0% |
| YTD | +45.7% | -12.0% | +57.7% | +47.2% |
| 1Y | +57.3% | -0.2% | +57.6% | +56.3% |
| 3Y | +878.9% | +26.8% | +852.2% | +842.5% |
| 5Y | -28.3% | +56.9% | -85.2% | -32.5% |
| 10Y | +82.7% | +226.7% | -144.1% | +62.5% |
| All | +1,720.0% | +4,284.0% | -2,564.0% | +1,299.0% |
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