+7.0%
IDXX vs GEN
+60.3%
-53.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.6% |
| 7D | -5.7% | -1.3% | -4.5% | -5.4% |
| 30D | -11.5% | +6.1% | -17.7% | -13.2% |
| 3M | -9.5% | +27.0% | -36.5% | -15.8% |
| 6M | -16.0% | +43.9% | -59.8% | -25.3% |
| YTD | -25.4% | +13.0% | -38.4% | -28.3% |
| 1Y | -21.8% | +4.0% | -25.8% | -22.8% |
| 3Y | +7.0% | +66.2% | -59.1% | -13.2% |
| All | +7.0% | +60.3% | -53.2% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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