-21.8%
IDXX vs RY
+44.3%
-66.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -5.7% | -2.2% | -3.5% | -5.0% |
| 30D | -11.5% | -3.6% | -8.0% | -10.5% |
| 3M | -9.5% | +3.9% | -13.5% | -12.1% |
| 6M | -16.0% | +26.4% | -42.4% | -26.5% |
| YTD | -25.4% | +22.3% | -47.7% | -33.8% |
| 1Y | -21.8% | +43.7% | -65.5% | -39.0% |
| All | -21.8% | +44.3% | -66.1% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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