-3.3%
IDXX vs BTG
+24.4%
-27.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +8.7% | -4.8% | +3.2% |
| 7D | +24.1% | -0.2% | +24.3% | +23.8% |
| 30D | +32.5% | -0.8% | +33.3% | +32.1% |
| 3M | +18.8% | +31.8% | -13.1% | +15.6% |
| 6M | +24.0% | +20.4% | +3.6% | +20.7% |
| YTD | +3.3% | +14.7% | -11.5% | +1.7% |
| 1Y | -3.3% | +29.4% | -32.6% | -7.8% |
| All | -3.3% | +24.4% | -27.6% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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