+51.8%
ETSY vs IDXX
-7.4%
+59.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -0.9% | -3.4% |
| 7D | -0.1% | +16.4% | -16.5% | -5.2% |
| 30D | +28.2% | +30.1% | -1.9% | +15.8% |
| 3M | +6.6% | +14.7% | -8.1% | +1.3% |
| 6M | +45.4% | +19.1% | +26.3% | +35.2% |
| YTD | +65.1% | -0.9% | +66.0% | +65.8% |
| 1Y | +51.8% | -6.9% | +58.7% | +56.3% |
| All | +51.8% | -7.4% | +59.2% | +56.3% |
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