+53,483.3%
IDXX vs GEN
+2,861.3%
+50,622.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | -4.3% | -4.3% | 0.0% | -3.6% |
| 30D | -13.7% | +3.8% | -17.4% | -14.3% |
| 3M | -9.1% | +22.3% | -31.3% | -12.2% |
| 6M | -15.4% | +39.0% | -54.4% | -20.5% |
| YTD | -25.1% | +11.9% | -37.0% | -27.0% |
| 1Y | -20.6% | +4.5% | -25.1% | -21.8% |
| 3Y | +8.7% | +59.0% | -50.2% | -0.9% |
| 5Y | -25.7% | +22.0% | -47.7% | -29.7% |
| 10Y | +360.6% | +155.0% | +205.6% | +274.8% |
| All | +53,483.3% | +2,861.3% | +50,622.0% | +26,993.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling