+33.9%
DAL vs IDXX
-16.0%
+49.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.7% | +1.3% |
| 7D | +0.1% | -3.5% | +3.7% | +1.6% |
| 30D | -13.9% | -8.4% | -5.5% | -10.8% |
| 3M | +1.1% | -5.2% | +6.3% | +3.0% |
| 6M | +26.2% | -17.5% | +43.7% | +35.4% |
| YTD | +16.4% | -20.9% | +37.3% | +26.6% |
| 1Y | +33.9% | -16.4% | +50.3% | +43.6% |
| All | +33.9% | -16.0% | +49.9% | +43.6% |
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