-7.5%
IGV vs IDXX
-2.6%
-4.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -3.1% | +0.3% |
| 7D | -7.5% | +24.1% | -31.6% | -10.4% |
| 30D | -5.6% | +32.5% | -38.1% | -10.6% |
| 3M | +1.5% | +18.8% | -17.3% | -0.3% |
| 6M | +17.1% | +24.0% | -6.9% | +12.9% |
| YTD | -2.0% | +3.3% | -5.3% | +0.2% |
| 1Y | -7.5% | -3.3% | -4.3% | -4.5% |
| All | -7.5% | -2.6% | -4.9% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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