+2.1%
AVTR vs IDXX
+102.0%
-99.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -1.1% | -5.7% | +4.7% | +1.7% |
| 30D | +6.3% | -11.5% | +17.9% | +12.5% |
| 3M | +53.3% | -9.5% | +62.9% | +59.8% |
| 6M | +78.6% | -16.0% | +94.6% | +92.9% |
| YTD | +29.2% | -25.4% | +54.6% | +47.4% |
| 1Y | +13.8% | -21.8% | +35.6% | +25.8% |
| 3Y | -27.4% | +7.0% | -34.5% | -35.8% |
| 5Y | -65.0% | -26.0% | -39.1% | -62.6% |
| All | +2.1% | +102.0% | -99.9% | -41.2% |
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 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