+46.5%
ETSY vs IDXX
-16.0%
+62.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -7.1% |
| 7D | -8.5% | -3.5% | -4.9% | -7.5% |
| 30D | -10.9% | -8.4% | -2.4% | -8.6% |
| 3M | +14.1% | -5.2% | +19.3% | +15.4% |
| 6M | +37.5% | -17.5% | +55.0% | +43.4% |
| YTD | +38.0% | -20.9% | +58.9% | +45.3% |
| 1Y | +46.5% | -16.4% | +62.9% | +55.3% |
| All | +46.5% | -16.0% | +62.6% | +55.3% |
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