+241.1%
IONQ vs AZN
+77.5%
+163.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.8% |
| 7D | -5.6% | -3.1% | -2.5% | -4.9% |
| 30D | -15.2% | +0.6% | -15.8% | -15.3% |
| 3M | -34.9% | -10.8% | -24.2% | -33.4% |
| 6M | +4.9% | -18.1% | +23.0% | +10.0% |
| YTD | -17.9% | -12.3% | -5.6% | -16.2% |
| 1Y | -16.0% | -0.2% | -15.8% | -18.3% |
| 3Y | +90.5% | +23.4% | +67.1% | +67.3% |
| 5Y | +268.4% | +56.4% | +212.0% | +209.5% |
| All | +241.1% | +77.5% | +163.6% | +159.8% |
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 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