+2.4%
IQV vs IDXX
-26.5%
+29.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | -2.2% | -5.7% | +3.5% | +0.5% |
| 30D | +8.3% | -11.5% | +19.8% | +14.5% |
| 3M | +44.6% | -9.5% | +54.1% | +50.9% |
| 6M | +52.6% | -16.0% | +68.5% | +64.8% |
| YTD | +16.1% | -25.4% | +41.5% | +32.2% |
| 1Y | +37.3% | -21.8% | +59.0% | +51.4% |
| 3Y | +21.6% | +7.0% | +14.5% | +8.1% |
| All | +2.4% | -26.5% | +29.0% | +7.2% |
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