+17.6%
IVV vs AZN
-0.3%
+17.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -2.0% | -3.1% | +1.1% | -1.8% |
| 30D | -1.6% | +0.6% | -2.2% | -1.7% |
| 3M | +4.8% | -10.8% | +15.6% | +5.3% |
| 6M | +12.6% | -18.1% | +30.7% | +14.4% |
| YTD | +11.8% | -12.3% | +24.0% | +12.6% |
| 1Y | +17.6% | -0.2% | +17.8% | +17.8% |
| All | +17.6% | -0.3% | +17.9% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling