+171.2%
INTC vs AZN
+28.0%
+143.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +7.5% | -1.6% | +9.0% | +7.6% |
| 30D | +2.0% | +1.1% | +0.9% | +1.7% |
| 3M | -12.0% | -12.1% | +0.1% | -10.6% |
| 6M | +114.5% | -17.1% | +131.7% | +121.2% |
| YTD | +179.0% | -12.0% | +190.9% | +181.7% |
| 1Y | +318.3% | -0.2% | +318.5% | +304.5% |
| 3Y | +171.2% | +26.8% | +144.4% | +149.8% |
| All | +171.2% | +28.0% | +143.2% | +149.8% |
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