+25.5%
IQV vs IDXX
-3.6%
+29.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.5% | -0.6% |
| 7D | -5.5% | +24.1% | -29.6% | -11.5% |
| 30D | -0.9% | +32.5% | -33.4% | -10.5% |
| 3M | +15.6% | +18.8% | -3.2% | +10.8% |
| 6M | +63.9% | +24.0% | +39.9% | +52.3% |
| YTD | +17.0% | +3.3% | +13.8% | +18.8% |
| All | +25.5% | -3.6% | +29.1% | +30.7% |
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