+10,545.1%
LIN vs IDXX
+35,967.7%
-25,422.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.2% |
| 7D | -2.1% | -3.5% | +1.4% | -1.5% |
| 30D | -2.4% | -8.4% | +6.0% | -0.9% |
| 3M | -5.6% | -5.2% | -0.4% | -4.8% |
| 6M | -3.4% | -17.5% | +14.1% | -0.4% |
| YTD | +13.1% | -20.9% | +34.0% | +17.4% |
| 1Y | +2.5% | -16.4% | +18.9% | +4.9% |
| 3Y | +27.6% | +4.7% | +22.9% | +22.8% |
| 5Y | +63.0% | -22.2% | +85.3% | +62.9% |
| 10Y | +359.3% | +369.3% | -10.0% | +234.4% |
| All | +10,545.1% | +35,967.7% | -25,422.6% | +4,278.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling