+6,193.3%
BTI vs IDXX
+53,734.7%
-47,541.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -0.2% | -5.7% | +5.5% | +0.5% |
| 30D | -1.1% | -11.5% | +10.5% | +0.3% |
| 3M | -8.8% | -9.5% | +0.8% | -7.8% |
| 6M | -4.0% | -16.0% | +12.0% | -2.2% |
| YTD | +0.4% | -25.4% | +25.8% | +3.4% |
| 1Y | +1.9% | -21.8% | +23.7% | +4.3% |
| 3Y | +108.5% | +7.0% | +101.5% | +103.0% |
| 5Y | +118.5% | -26.0% | +144.5% | +118.8% |
| 10Y | +75.1% | +358.9% | -283.8% | +40.2% |
| All | +6,193.3% | +53,734.7% | -47,541.4% | +3,193.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling