+68.3%
HAL vs IDXX
-16.0%
+84.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.5% |
| 7D | +2.9% | -3.5% | +6.5% | +2.8% |
| 30D | +17.0% | -8.4% | +25.5% | +16.7% |
| 3M | -9.7% | -5.2% | -4.5% | -9.6% |
| 6M | +8.6% | -17.5% | +26.1% | +9.5% |
| YTD | +33.0% | -20.9% | +53.8% | +34.1% |
| 1Y | +68.3% | -16.4% | +84.7% | +67.9% |
| All | +68.3% | -16.0% | +84.4% | +67.9% |
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 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