+9,652.8%
GWW vs IDXX
+53,734.7%
-44,081.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -3.4% | -5.7% | +2.4% | -2.5% |
| 30D | -1.9% | -11.5% | +9.6% | -0.1% |
| 3M | -2.4% | -9.5% | +7.1% | -1.0% |
| 6M | +15.7% | -16.0% | +31.7% | +18.5% |
| YTD | +27.6% | -25.4% | +53.0% | +32.9% |
| 1Y | +27.2% | -21.8% | +49.0% | +31.2% |
| 3Y | +89.7% | +7.0% | +82.6% | +83.6% |
| 5Y | +223.9% | -26.0% | +249.9% | +226.7% |
| 10Y | +567.1% | +358.9% | +208.2% | +418.3% |
| All | +9,652.8% | +53,734.7% | -44,081.9% | +5,035.2% |
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 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