-20.4%
INFY vs IDXX
-7.4%
-13.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -4.0% | +8.6% | +5.7% |
| 7D | +4.9% | +16.4% | -11.5% | 0.0% |
| 30D | +21.3% | +30.1% | -8.8% | +9.9% |
| 3M | +2.6% | +14.7% | -12.1% | -1.6% |
| 6M | +4.9% | +19.1% | -14.2% | -1.4% |
| YTD | -26.6% | -0.9% | -25.8% | -26.3% |
| 1Y | -20.4% | -6.9% | -13.5% | -18.8% |
| All | -20.4% | -7.4% | -13.0% | -18.8% |
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