+804.2%
IWM vs AZN
+870.5%
-66.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | +0.1% |
| 7D | +1.4% | -1.5% | +2.9% | +1.9% |
| 30D | -2.3% | -0.9% | -1.4% | -2.1% |
| 3M | +4.0% | -11.8% | +15.8% | +7.9% |
| 6M | +17.9% | -17.6% | +35.5% | +25.1% |
| YTD | +20.2% | -12.0% | +32.3% | +24.1% |
| 1Y | +25.0% | -0.9% | +25.8% | +23.1% |
| 3Y | +66.0% | +23.7% | +42.3% | +48.5% |
| 5Y | +40.0% | +54.5% | -14.5% | +13.1% |
| 10Y | +166.9% | +218.2% | -51.3% | +57.4% |
| All | +804.2% | +870.5% | -66.4% | +241.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling