+462.2%
LITE vs IDXX
-20.8%
+483.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -1.1% |
| 7D | +5.2% | -5.7% | +10.9% | +3.1% |
| 30D | -0.6% | -11.5% | +11.0% | -4.3% |
| 3M | +4.2% | -9.5% | +13.7% | +1.7% |
| 6M | +38.0% | -16.0% | +53.9% | +37.4% |
| YTD | +151.5% | -25.4% | +176.9% | +154.1% |
| 1Y | +462.2% | -21.8% | +484.0% | +471.2% |
| All | +462.2% | -20.8% | +483.0% | +471.2% |
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 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