+57.4%
INTC vs AZN
+18.4%
+39.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -2.2% |
| 7D | -39.0% | +11.5% | -50.5% | -34.6% |
| 30D | -49.8% | +20.8% | -70.6% | -44.9% |
| 3M | -42.2% | +21.5% | -63.7% | -36.3% |
| 6M | -39.2% | +3.0% | -42.2% | -34.2% |
| YTD | +57.9% | +3.9% | +54.0% | +73.7% |
| 1Y | +57.4% | +16.4% | +40.9% | +83.6% |
| All | +57.4% | +18.4% | +39.0% | +83.6% |
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