+27.3%
LIN vs IDXX
-2.6%
+29.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.9% | -1.4% | +2.2% |
| 7D | +3.3% | +24.1% | -20.8% | +1.1% |
| 30D | +8.8% | +32.5% | -23.8% | +5.5% |
| 3M | +8.6% | +18.8% | -10.2% | +6.7% |
| 6M | +7.0% | +24.0% | -17.0% | +4.5% |
| YTD | +24.3% | +3.3% | +21.0% | +23.7% |
| 1Y | +27.3% | -3.3% | +30.5% | +27.6% |
| All | +27.3% | -2.6% | +29.9% | +27.6% |
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