+177.3%
HOOD vs IDXX
-26.5%
+203.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -7.8% | -5.7% | -2.1% | -4.1% |
| 30D | +18.6% | -11.5% | +30.2% | +28.3% |
| 3M | +22.1% | -9.5% | +31.6% | +28.4% |
| 6M | +43.1% | -16.0% | +59.0% | +58.4% |
| YTD | -0.5% | -25.4% | +24.9% | +19.9% |
| 1Y | -4.4% | -21.8% | +17.4% | +10.2% |
| 3Y | +938.5% | +7.0% | +931.4% | +781.8% |
| All | +177.3% | -26.5% | +203.8% | +161.7% |
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