-41.1%
ACN vs IDXX
-26.5%
-14.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.7% | +3.5% |
| 7D | -1.5% | -5.7% | +4.2% | +0.5% |
| 30D | +2.1% | -11.5% | +13.6% | +6.4% |
| 3M | +11.1% | -9.5% | +20.6% | +14.9% |
| 6M | -6.8% | -16.0% | +9.1% | -1.5% |
| YTD | -30.0% | -25.4% | -4.6% | -23.2% |
| 1Y | -23.1% | -21.8% | -1.4% | -17.5% |
| 3Y | -40.4% | +7.0% | -47.4% | -45.5% |
| All | -41.1% | -26.5% | -14.6% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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