+1.5%
HON vs IDXX
-26.5%
+28.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.5% | -5.7% | +2.3% | -2.2% |
| 30D | -13.8% | -11.5% | -2.2% | -11.5% |
| 3M | -11.7% | -9.5% | -2.1% | -9.9% |
| 6M | -18.7% | -16.0% | -2.8% | -15.9% |
| YTD | +0.2% | -25.4% | +25.6% | +6.1% |
| 1Y | -3.1% | -21.8% | +18.7% | +1.2% |
| 3Y | +17.0% | +7.0% | +9.9% | +9.7% |
| All | +1.5% | -26.5% | +28.0% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling