+146.5%
ASX vs IDXX
-2.6%
+149.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.9% | -7.9% | -3.9% |
| 7D | -14.6% | +24.1% | -38.7% | -14.3% |
| 30D | -21.1% | +32.5% | -53.6% | -20.9% |
| 3M | -3.1% | +18.8% | -21.9% | -1.8% |
| 6M | +17.4% | +24.0% | -6.7% | +18.3% |
| YTD | +135.3% | +3.3% | +132.1% | +152.1% |
| 1Y | +146.5% | -3.3% | +149.8% | +167.7% |
| All | +146.5% | -2.6% | +149.1% | +167.7% |
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