+3,911.6%
ASX vs IDXX
+7,621.2%
-3,709.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.9% |
| 7D | +11.1% | -4.4% | +15.5% | +12.9% |
| 30D | +9.6% | -13.5% | +23.1% | +15.3% |
| 3M | +18.6% | -11.0% | +29.6% | +22.6% |
| 6M | +92.1% | -15.6% | +107.7% | +102.0% |
| YTD | +158.5% | -23.9% | +182.3% | +182.1% |
| 1Y | +271.9% | -21.4% | +293.3% | +297.8% |
| 3Y | +465.2% | +10.6% | +454.6% | +410.0% |
| 5Y | +479.4% | -23.9% | +503.3% | +489.2% |
| 10Y | +992.0% | +368.4% | +623.5% | +440.5% |
| All | +3,911.6% | +7,621.2% | -3,709.6% | +665.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling