+51.7%
B vs IDXX
-20.8%
+72.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -2.4% | -5.7% | +3.3% | -1.5% |
| 30D | +6.3% | -11.5% | +17.9% | +8.4% |
| 3M | +12.1% | -9.5% | +21.7% | +13.5% |
| 6M | -3.1% | -16.0% | +12.9% | -0.2% |
| YTD | +2.0% | -25.4% | +27.4% | +7.3% |
| 1Y | +51.7% | -21.8% | +73.5% | +58.5% |
| All | +51.7% | -20.8% | +72.5% | +58.5% |
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