+5,966.5%
HON vs IDXX
+53,734.7%
-47,768.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.5% | -5.7% | +2.3% | -2.4% |
| 30D | -13.8% | -11.5% | -2.2% | -11.8% |
| 3M | -11.7% | -9.5% | -2.1% | -10.2% |
| 6M | -18.7% | -16.0% | -2.8% | -16.3% |
| YTD | +0.2% | -25.4% | +25.6% | +5.3% |
| 1Y | -3.1% | -21.8% | +18.7% | +0.6% |
| 3Y | +17.0% | +7.0% | +9.9% | +12.5% |
| 5Y | +2.0% | -26.0% | +28.0% | +3.0% |
| 10Y | +135.4% | +358.9% | -223.6% | +70.6% |
| All | +5,966.5% | +53,734.7% | -47,768.1% | +2,306.9% |
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 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