-16.4%
IDXX vs WU
-8.3%
-8.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.1% | +1.3% |
| 7D | -3.5% | -0.8% | -2.7% | -3.4% |
| 30D | -8.4% | -1.1% | -7.3% | -8.3% |
| 3M | -5.2% | -3.9% | -1.3% | -5.3% |
| 6M | -17.5% | -20.7% | +3.2% | -16.2% |
| YTD | -20.9% | -18.4% | -2.5% | -19.6% |
| 1Y | -16.4% | -8.1% | -8.3% | -16.5% |
| All | -16.4% | -8.3% | -8.1% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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