-65.2%
DOCS vs IDXX
-21.1%
-44.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.5% |
| 7D | -8.1% | -4.4% | -3.7% | -6.2% |
| 30D | -5.6% | -13.5% | +7.9% | +0.7% |
| 3M | +18.3% | -11.0% | +29.3% | +24.1% |
| 6M | -5.1% | -15.6% | +10.5% | +1.6% |
| YTD | -45.4% | -23.9% | -21.5% | -38.9% |
| 1Y | -65.2% | -21.4% | -43.8% | -61.2% |
| All | -65.2% | -21.1% | -44.1% | -61.2% |
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