-3.3%
IDXX vs TECH
+19.5%
-22.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.9% |
| 7D | +24.1% | +0.1% | +24.0% | +24.1% |
| 30D | +32.5% | +0.2% | +32.3% | +32.5% |
| 3M | +18.8% | +1.0% | +17.8% | +18.5% |
| 6M | +24.0% | +33.3% | -9.2% | +13.5% |
| YTD | +3.3% | +24.2% | -20.9% | -4.9% |
| 1Y | -3.3% | +19.7% | -23.0% | -9.6% |
| All | -3.3% | +19.5% | -22.7% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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