+22.2%
BBY vs IDXX
-20.8%
+43.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.2% |
| 7D | +0.6% | -5.7% | +6.3% | +2.4% |
| 30D | +9.4% | -11.5% | +20.9% | +13.5% |
| 3M | +19.3% | -9.5% | +28.9% | +22.5% |
| 6M | +47.9% | -16.0% | +63.9% | +54.2% |
| YTD | +39.6% | -25.4% | +65.0% | +49.0% |
| 1Y | +22.2% | -21.8% | +44.0% | +28.4% |
| All | +22.2% | -20.8% | +43.0% | +28.4% |
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