-21.8%
IDXX vs ACWI
+19.8%
-41.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.1% |
| 7D | -5.7% | -1.0% | -4.7% | -5.0% |
| 30D | -11.5% | -0.9% | -10.7% | -11.0% |
| 3M | -9.5% | +3.5% | -13.0% | -12.2% |
| 6M | -16.0% | +12.8% | -28.8% | -25.0% |
| YTD | -25.4% | +14.0% | -39.4% | -33.8% |
| 1Y | -21.8% | +19.2% | -40.9% | -34.6% |
| All | -21.8% | +19.8% | -41.6% | -34.6% |
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