+7.4%
CNH vs IDXX
+7.6%
-0.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -5.7% | -5.7% | 0.0% | -4.2% |
| 30D | +26.6% | -11.5% | +38.1% | +30.7% |
| 3M | +31.1% | -9.5% | +40.6% | +34.3% |
| 6M | +24.9% | -16.0% | +40.8% | +30.3% |
| YTD | +48.7% | -25.4% | +74.1% | +60.0% |
| 1Y | +22.2% | -21.8% | +44.0% | +29.4% |
| 3Y | +7.4% | +7.0% | +0.4% | -3.8% |
| All | +7.4% | +7.6% | -0.1% | -3.8% |
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