+66.3%
IBIT vs AZN
+18.5%
+47.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.1% |
| 7D | +1.1% | -2.9% | +4.0% | +1.4% |
| 30D | +22.2% | -3.1% | +25.3% | +22.6% |
| 3M | +26.0% | -14.4% | +40.5% | +27.2% |
| 6M | +13.2% | -19.5% | +32.7% | +14.9% |
| YTD | -10.8% | -13.8% | +3.0% | -10.0% |
| 1Y | -29.9% | -2.4% | -27.6% | -30.1% |
| All | +66.3% | +18.5% | +47.8% | +67.0% |
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 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