-3.3%
IDXX vs ACWI
+14.9%
-18.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.3% | +2.8% |
| 7D | +24.1% | -0.5% | +24.6% | +24.5% |
| 30D | +32.5% | -1.6% | +34.2% | +34.0% |
| 3M | +18.8% | -1.3% | +20.1% | +19.7% |
| 6M | +24.0% | +5.8% | +18.2% | +16.5% |
| YTD | +3.3% | +12.7% | -9.5% | -7.7% |
| 1Y | -3.3% | +15.0% | -18.3% | -15.8% |
| All | -3.3% | +14.9% | -18.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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