-6.0%
AMT vs IDXX
-20.8%
+14.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.8% |
| 7D | +1.1% | -5.7% | +6.9% | +1.6% |
| 30D | +4.4% | -11.5% | +15.9% | +5.4% |
| 3M | -5.2% | -9.5% | +4.4% | -4.4% |
| 6M | -0.8% | -16.0% | +15.1% | 0.0% |
| YTD | +3.3% | -25.4% | +28.7% | +4.4% |
| 1Y | -6.0% | -21.8% | +15.8% | -4.1% |
| All | -6.0% | -20.8% | +14.8% | -4.1% |
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