+7.0%
IDXX vs BUD
+44.9%
-37.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -5.7% | -2.6% | -3.1% | -4.8% |
| 30D | -11.5% | -1.2% | -10.3% | -11.2% |
| 3M | -9.5% | -4.9% | -4.6% | -8.1% |
| 6M | -16.0% | +9.3% | -25.2% | -19.3% |
| YTD | -25.4% | +24.0% | -49.4% | -32.5% |
| 1Y | -21.8% | +34.5% | -56.3% | -31.9% |
| 3Y | +7.0% | +43.7% | -36.6% | -11.1% |
| All | +7.0% | +44.9% | -37.9% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 3y: compounded portfolio wealth divided by compounded BUD 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…
3y analysis · Full analysis span regression · 6 months rolling