+252.1%
INTC vs AZN
+223.4%
+28.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +7.5% | -1.6% | +9.0% | +7.9% |
| 30D | +2.0% | +1.1% | +0.9% | +1.3% |
| 3M | -12.0% | -12.1% | +0.1% | -9.3% |
| 6M | +114.5% | -17.1% | +131.7% | +125.1% |
| YTD | +179.0% | -12.0% | +190.9% | +185.1% |
| 1Y | +318.3% | -0.2% | +318.5% | +305.5% |
| 3Y | +171.2% | +26.8% | +144.4% | +137.0% |
| 5Y | +107.6% | +56.9% | +50.7% | +63.6% |
| All | +252.1% | +223.4% | +28.7% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling