+29.6%
AEM vs IDXX
-20.6%
+50.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | -3.5% | -4.8% | +1.3% | -2.6% |
| 30D | +6.2% | -7.5% | +13.7% | +7.8% |
| 3M | +21.7% | -9.1% | +30.9% | +23.6% |
| 6M | -4.4% | -11.2% | +6.8% | -2.2% |
| YTD | +17.3% | -24.7% | +42.0% | +23.8% |
| All | +29.6% | -20.6% | +50.2% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling