-16.4%
IDXX vs ZBRA
+18.2%
-34.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.9% |
| 7D | -3.5% | +1.8% | -5.3% | -3.8% |
| 30D | -8.4% | -1.7% | -6.8% | -8.2% |
| 3M | -5.2% | +47.8% | -53.0% | -12.8% |
| 6M | -17.5% | +56.7% | -74.2% | -25.5% |
| YTD | -20.9% | +49.4% | -70.3% | -28.7% |
| 1Y | -16.4% | +16.5% | -32.9% | -19.0% |
| All | -16.4% | +18.2% | -34.6% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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