+2,225.5%
IDXX vs UUUU
-92.8%
+2,318.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.1% |
| 7D | -5.7% | -10.5% | +4.8% | -5.2% |
| 30D | -11.5% | -10.5% | -1.0% | -11.1% |
| 3M | -9.5% | -14.1% | +4.6% | -9.1% |
| 6M | -16.0% | -35.5% | +19.5% | -14.6% |
| YTD | -25.4% | -10.9% | -14.5% | -26.0% |
| 1Y | -21.8% | +3.4% | -25.1% | -23.8% |
| 3Y | +7.0% | +73.1% | -66.1% | -0.9% |
| 5Y | -26.0% | +87.1% | -113.1% | -32.8% |
| 10Y | +358.9% | +463.0% | -104.1% | +278.4% |
| All | +2,225.5% | -92.8% | +2,318.4% | +1,798.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling