-21.8%
IDXX vs WTW
-3.2%
-18.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.4% | -0.4% |
| 7D | -5.7% | -5.7% | 0.0% | -4.8% |
| 30D | -11.5% | -7.3% | -4.3% | -10.4% |
| 3M | -9.5% | +21.5% | -31.0% | -12.3% |
| 6M | -16.0% | +9.6% | -25.6% | -17.8% |
| YTD | -25.4% | -3.3% | -22.1% | -25.7% |
| 1Y | -21.8% | -6.1% | -15.6% | -22.1% |
| All | -21.8% | -3.2% | -18.6% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling