+6,100.3%
INTC vs AZN
+4,360.5%
+1,739.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.3% |
| 7D | +18.0% | -2.9% | +20.9% | +19.0% |
| 30D | +8.9% | -3.1% | +12.0% | +9.7% |
| 3M | -1.6% | -14.4% | +12.9% | +2.3% |
| 6M | +133.1% | -19.5% | +152.6% | +146.2% |
| YTD | +187.9% | -13.8% | +201.7% | +196.2% |
| 1Y | +334.7% | -2.4% | +337.1% | +327.3% |
| 3Y | +184.2% | +21.3% | +162.9% | +157.7% |
| 5Y | +116.0% | +53.6% | +62.4% | +78.6% |
| 10Y | +270.0% | +220.1% | +49.8% | +136.2% |
| All | +6,100.3% | +4,360.5% | +1,739.8% | +1,956.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling