+0.4%
IDXX vs BRKR
+47.3%
-46.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.6% |
| 7D | +4.2% | +0.5% | +3.7% | +4.1% |
| 30D | +33.1% | +10.8% | +22.3% | +31.4% |
| 3M | +24.2% | +6.4% | +17.8% | +22.7% |
| 6M | +33.2% | +40.7% | -7.5% | +18.5% |
| YTD | +4.1% | +31.2% | -27.1% | -7.1% |
| 1Y | +0.4% | +48.0% | -47.6% | -15.9% |
| All | +0.4% | +47.3% | -46.9% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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