-23.0%
IDXX vs UUUU
+67.7%
-90.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.7% | +5.7% | +1.5% |
| 7D | -4.8% | -14.7% | +9.9% | -3.2% |
| 30D | -7.5% | -18.3% | +10.8% | -5.7% |
| 3M | -9.1% | -18.0% | +8.8% | -7.8% |
| 6M | -11.2% | -33.9% | +22.7% | -8.6% |
| YTD | -24.7% | -15.1% | -9.5% | -26.1% |
| 1Y | -20.5% | +3.4% | -24.0% | -26.6% |
| 3Y | +10.3% | +52.7% | -42.4% | -9.4% |
| 5Y | -23.0% | +65.0% | -87.9% | -40.5% |
| All | -23.0% | +67.7% | -90.6% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling