+216.5%
AZN vs INDA
+84.7%
+131.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | 0.0% |
| 7D | -1.6% | -2.7% | +1.1% | -0.6% |
| 30D | +1.1% | -2.8% | +3.8% | +2.1% |
| 3M | -12.1% | +1.6% | -13.8% | -12.8% |
| 6M | -17.1% | -1.4% | -15.7% | -16.9% |
| YTD | -12.0% | -10.1% | -1.8% | -8.7% |
| 1Y | -0.2% | -8.8% | +8.5% | +2.8% |
| 3Y | +26.8% | +7.6% | +19.2% | +22.4% |
| 5Y | +56.9% | +5.8% | +51.1% | +51.4% |
| All | +216.5% | +84.7% | +131.8% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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