+53,289.7%
IDXX vs TROW
+14,054.5%
+39,235.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | 0.0% |
| 7D | -5.7% | -3.2% | -2.6% | -4.8% |
| 30D | -11.5% | -4.6% | -6.9% | -10.3% |
| 3M | -9.5% | -0.7% | -8.9% | -9.6% |
| 6M | -16.0% | +22.2% | -38.2% | -21.0% |
| YTD | -25.4% | +6.6% | -32.0% | -27.2% |
| 1Y | -21.8% | +5.8% | -27.6% | -23.5% |
| 3Y | +7.0% | +11.6% | -4.6% | +2.4% |
| 5Y | -26.0% | -38.9% | +13.0% | -16.6% |
| 10Y | +358.9% | +128.5% | +230.4% | +256.7% |
| All | +53,289.7% | +14,054.5% | +39,235.3% | +14,044.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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