+53,289.7%
IDXX vs TECH
+22,510.9%
+30,778.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.6% |
| 30D | -11.5% | 0.0% | -11.5% | -11.5% |
| 3M | -9.5% | +33.7% | -43.2% | -15.8% |
| 6M | -16.0% | +34.9% | -50.9% | -22.7% |
| YTD | -25.4% | +23.2% | -48.6% | -30.0% |
| 1Y | -21.8% | +36.3% | -58.1% | -28.6% |
| 3Y | +7.0% | +2.3% | +4.8% | +2.2% |
| 5Y | -26.0% | -42.9% | +16.9% | -19.5% |
| 10Y | +358.9% | +188.4% | +170.6% | +265.0% |
| All | +53,289.7% | +22,510.9% | +30,778.8% | +25,199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling