+47.1%
EQT vs IDXX
+360.5%
-313.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.5% |
| 7D | -2.0% | -5.7% | +3.7% | -0.7% |
| 30D | 0.0% | -11.5% | +11.6% | +2.7% |
| 3M | +5.9% | -9.5% | +15.5% | +7.9% |
| 6M | -14.8% | -16.0% | +1.2% | -12.0% |
| YTD | +1.8% | -25.4% | +27.2% | +7.9% |
| 1Y | +7.4% | -21.8% | +29.1% | +12.1% |
| 3Y | +33.6% | +7.0% | +26.6% | +25.0% |
| 5Y | +199.3% | -26.0% | +225.3% | +198.7% |
| All | +47.1% | +360.5% | -313.4% | -20.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling