+35.1%
AVTR vs IDXX
-2.6%
+37.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.6% | -0.6% |
| 7D | -6.2% | +24.1% | -30.3% | -11.6% |
| 30D | -1.0% | +32.5% | -33.5% | -9.7% |
| 3M | +14.4% | +18.8% | -4.4% | +10.2% |
| 6M | +95.9% | +24.0% | +71.8% | +83.3% |
| YTD | +36.6% | +3.3% | +33.3% | +39.2% |
| 1Y | +35.1% | -3.3% | +38.4% | +42.3% |
| All | +35.1% | -2.6% | +37.8% | +42.3% |
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 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