+3.1%
BTDR vs IDXX
-16.0%
+19.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.2% | +2.8% | +3.5% |
| 7D | +20.0% | -3.5% | +23.5% | +21.8% |
| 30D | +11.9% | -8.4% | +20.4% | +15.8% |
| 3M | -36.9% | -5.2% | -31.7% | -36.8% |
| 6M | +56.5% | -17.5% | +74.0% | +70.1% |
| YTD | +10.4% | -20.9% | +31.3% | +22.3% |
| 1Y | +3.1% | -16.4% | +19.5% | +12.1% |
| All | +3.1% | -16.0% | +19.1% | +12.1% |
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