+217.8%
INTU vs AZN
+223.4%
-5.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | -3.3% | -1.6% | -1.8% | -2.9% |
| 30D | -3.9% | +1.1% | -5.0% | -4.2% |
| 3M | +16.6% | -12.1% | +28.8% | +21.0% |
| 6M | -26.4% | -17.1% | -9.3% | -22.7% |
| YTD | -51.0% | -12.0% | -39.0% | -49.9% |
| 1Y | -50.8% | -0.2% | -50.5% | -52.1% |
| 3Y | -40.1% | +26.8% | -66.8% | -48.0% |
| 5Y | -41.2% | +56.9% | -98.1% | -53.8% |
| All | +217.8% | +223.4% | -5.7% | +108.4% |
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