+216.5%
AZN vs IBB
+125.5%
+91.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.6% | -4.2% | +2.7% | +0.5% |
| 30D | +1.1% | +1.1% | 0.0% | +0.4% |
| 3M | -12.1% | +19.0% | -31.2% | -19.2% |
| 6M | -17.1% | +18.9% | -36.0% | -23.9% |
| YTD | -12.0% | +20.3% | -32.3% | -19.7% |
| 1Y | -0.2% | +41.5% | -41.7% | -15.7% |
| 3Y | +26.8% | +60.3% | -33.5% | -0.1% |
| 5Y | +56.9% | +18.7% | +38.2% | +40.0% |
| All | +216.5% | +125.5% | +91.0% | +105.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling