+103.2%
INTC vs IDXX
-26.5%
+129.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +7.5% | -5.7% | +13.2% | +9.3% |
| 30D | +2.0% | -11.5% | +13.5% | +5.7% |
| 3M | -12.0% | -9.5% | -2.4% | -10.2% |
| 6M | +114.5% | -16.0% | +130.5% | +123.9% |
| YTD | +179.0% | -25.4% | +204.4% | +202.2% |
| 1Y | +318.3% | -21.8% | +340.1% | +342.9% |
| 3Y | +171.2% | +7.0% | +164.2% | +139.6% |
| All | +103.2% | -26.5% | +129.8% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling