+1,726.2%
BE vs IDXX
+7.6%
+1,718.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.0% | +6.8% |
| 7D | +9.0% | -5.7% | +14.8% | +10.8% |
| 30D | +16.3% | -11.5% | +27.8% | +20.2% |
| 3M | +10.8% | -9.5% | +20.3% | +12.4% |
| 6M | +73.2% | -16.0% | +89.2% | +80.0% |
| YTD | +217.4% | -25.4% | +242.8% | +245.5% |
| 1Y | +309.8% | -21.8% | +331.6% | +338.2% |
| 3Y | +1,726.2% | +7.0% | +1,719.1% | +1,404.7% |
| All | +1,726.2% | +7.6% | +1,718.6% | +1,404.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling