+46.2%
IBIT vs AZN
+39.2%
+7.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.5% |
| 7D | -9.2% | -1.1% | -8.1% | -9.1% |
| 30D | -15.8% | +13.8% | -29.6% | -16.6% |
| 3M | +8.5% | +17.3% | -8.8% | +7.4% |
| 6M | -13.7% | -1.7% | -12.0% | -13.7% |
| YTD | -21.6% | +1.4% | -22.9% | -21.8% |
| 1Y | -30.0% | +5.2% | -35.1% | -30.3% |
| All | +46.2% | +39.2% | +7.0% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling