+76.9%
IONQ vs AZN
+62.1%
+14.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | +15.3% | -1.9% | +17.2% | +15.9% |
| 30D | -6.1% | +17.1% | -23.2% | -10.2% |
| 3M | -21.6% | +16.8% | -38.4% | -24.9% |
| 6M | -40.1% | +2.0% | -42.1% | -41.0% |
| YTD | -24.1% | +1.9% | -26.0% | -25.7% |
| 1Y | -37.4% | +5.2% | -42.6% | -39.5% |
| 3Y | +219.5% | +54.8% | +164.7% | +153.0% |
| 5Y | +76.9% | +62.4% | +14.5% | +30.1% |
| All | +76.9% | +62.1% | +14.8% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling