+5,667.1%
FISV vs IDXX
+53,734.7%
-48,067.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | -2.7% | -5.7% | +3.1% | -1.5% |
| 30D | 0.0% | -11.5% | +11.6% | +2.5% |
| 3M | -2.8% | -9.5% | +6.7% | -0.8% |
| 6M | -11.8% | -16.0% | +4.1% | -8.8% |
| YTD | -23.2% | -25.4% | +2.2% | -18.7% |
| 1Y | -62.0% | -21.8% | -40.2% | -60.2% |
| 3Y | -57.6% | +7.0% | -64.6% | -59.2% |
| 5Y | -53.4% | -26.0% | -27.4% | -52.6% |
| 10Y | +2.9% | +358.9% | -356.1% | -25.2% |
| All | +5,667.1% | +53,734.7% | -48,067.5% | +2,020.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling