+352.1%
IDXX vs TECH
+189.9%
+162.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.5% |
| 30D | -11.5% | 0.0% | -11.5% | -11.5% |
| 3M | -9.5% | +33.7% | -43.2% | -21.8% |
| 6M | -16.0% | +34.9% | -50.9% | -29.4% |
| YTD | -25.4% | +23.2% | -48.6% | -34.9% |
| 1Y | -21.8% | +36.3% | -58.1% | -35.9% |
| 3Y | +7.0% | +2.3% | +4.8% | -5.1% |
| 5Y | -26.0% | -42.9% | +16.9% | -10.1% |
| All | +352.1% | +189.9% | +162.1% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling