+215.5%
AZN vs IWD
+201.1%
+14.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -3.1% | -2.3% | -0.8% | -1.9% |
| 30D | +0.6% | -1.8% | +2.3% | +1.5% |
| 3M | -10.8% | +8.0% | -18.8% | -14.5% |
| 6M | -18.1% | +17.0% | -35.1% | -24.8% |
| YTD | -12.3% | +21.3% | -33.5% | -21.0% |
| 1Y | -0.2% | +27.9% | -28.1% | -12.6% |
| 3Y | +23.4% | +70.1% | -46.7% | -7.6% |
| 5Y | +56.4% | +74.2% | -17.8% | +14.9% |
| All | +215.5% | +201.1% | +14.4% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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