-65.0%
AVTR vs IDXX
-26.5%
-38.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -1.1% | -5.7% | +4.7% | +1.3% |
| 30D | +6.3% | -11.5% | +17.9% | +11.6% |
| 3M | +53.3% | -9.5% | +62.9% | +59.0% |
| 6M | +78.6% | -16.0% | +94.6% | +91.0% |
| YTD | +29.2% | -25.4% | +54.6% | +44.8% |
| 1Y | +13.8% | -21.8% | +35.6% | +24.3% |
| 3Y | -27.4% | +7.0% | -34.5% | -34.7% |
| All | -65.0% | -26.5% | -38.5% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling