+346.2%
ATI vs IDXX
+7.6%
+338.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -5.6% | -5.7% | +0.1% | -3.9% |
| 30D | -13.7% | -11.5% | -2.2% | -10.6% |
| 3M | -0.4% | -9.5% | +9.2% | +2.0% |
| 6M | +26.2% | -16.0% | +42.2% | +32.4% |
| YTD | +73.2% | -25.4% | +98.6% | +88.1% |
| 1Y | +161.6% | -21.8% | +183.4% | +178.2% |
| 3Y | +346.2% | +7.0% | +339.1% | +276.2% |
| All | +346.2% | +7.6% | +338.6% | +276.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling