-7.5%
IGV vs AZN
+18.4%
-25.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +1.2% |
| 7D | -7.5% | +11.5% | -19.0% | -6.1% |
| 30D | -5.6% | +20.8% | -26.4% | -3.3% |
| 3M | +1.5% | +21.5% | -19.9% | +4.2% |
| 6M | +17.1% | +3.0% | +14.1% | +17.8% |
| YTD | -2.0% | +3.9% | -5.9% | -3.7% |
| 1Y | -7.5% | +16.4% | -23.9% | -10.0% |
| All | -7.5% | +18.4% | -25.9% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling