+11,626.0%
LIN vs IDXX
+47,342.9%
-35,716.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +2.1% | +4.2% | -2.1% | +1.3% |
| 30D | +6.8% | +33.1% | -26.4% | +0.9% |
| 3M | +10.4% | +24.2% | -13.8% | +5.6% |
| 6M | +3.2% | +33.2% | -30.0% | -2.7% |
| YTD | +24.6% | +4.1% | +20.5% | +22.4% |
| 1Y | +24.4% | +0.4% | +24.0% | +22.9% |
| 3Y | +36.7% | +62.9% | -26.1% | +21.0% |
| 5Y | +67.0% | +12.1% | +54.9% | +55.7% |
| 10Y | +426.7% | +545.1% | -118.4% | +260.8% |
| All | +11,626.0% | +47,342.9% | -35,716.9% | +4,465.8% |
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