+167.4%
IONQ vs AZN
+105.1%
+62.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.5% | -6.4% |
| 7D | -11.5% | -1.1% | -10.4% | -11.2% |
| 30D | -8.1% | +13.8% | -21.9% | -11.1% |
| 3M | -35.8% | +17.3% | -53.1% | -38.4% |
| 6M | -47.7% | -1.7% | -46.0% | -47.8% |
| YTD | -35.6% | +1.4% | -37.0% | -36.7% |
| 1Y | -36.4% | +5.2% | -41.6% | -38.3% |
| 3Y | +150.0% | +52.6% | +97.4% | +106.1% |
| 5Y | +43.3% | +72.9% | -29.5% | +20.1% |
| All | +167.4% | +105.1% | +62.3% | +96.3% |
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