+618.7%
HAL vs IDXX
+53,929.9%
-53,311.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.7% | -1.2% | -2.5% |
| 7D | -3.3% | -4.3% | +1.0% | -2.4% |
| 30D | +7.2% | -13.7% | +20.9% | +10.3% |
| 3M | -8.8% | -9.1% | +0.3% | -7.4% |
| 6M | +3.0% | -15.4% | +18.4% | +5.7% |
| YTD | +29.4% | -25.1% | +54.5% | +35.9% |
| 1Y | +62.8% | -20.6% | +83.4% | +68.3% |
| 3Y | -6.4% | +8.7% | -15.2% | -11.2% |
| 5Y | +103.6% | -25.7% | +129.3% | +103.9% |
| 10Y | +4.3% | +360.6% | -356.3% | -28.8% |
| All | +618.7% | +53,929.9% | -53,311.2% | +161.0% |
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