+55.3%
BE vs IDXX
-2.6%
+57.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.9% | -10.3% | -5.5% |
| 7D | -12.1% | +24.1% | -36.2% | -7.5% |
| 30D | -30.1% | +32.5% | -62.6% | -25.0% |
| 3M | -12.1% | +18.8% | -30.9% | -7.1% |
| 6M | -30.6% | +24.0% | -54.6% | -25.7% |
| YTD | +130.6% | +3.3% | +127.4% | +165.9% |
| 1Y | +55.3% | -3.3% | +58.6% | +88.5% |
| All | +55.3% | -2.6% | +57.9% | +88.5% |
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