+267.5%
ASX vs IDXX
-16.0%
+283.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.1% |
| 7D | -0.7% | -3.5% | +2.8% | -0.4% |
| 30D | +2.0% | -8.4% | +10.4% | +3.0% |
| 3M | -1.3% | -5.2% | +3.9% | -0.9% |
| 6M | +71.4% | -17.5% | +88.9% | +78.2% |
| YTD | +135.3% | -20.9% | +156.2% | +146.8% |
| 1Y | +267.5% | -16.4% | +283.9% | +281.6% |
| All | +267.5% | -16.0% | +283.5% | +281.6% |
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