+990.3%
LITE vs IDXX
-25.5%
+1,015.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -4.9% |
| 7D | +10.4% | -4.3% | +14.7% | +11.9% |
| 30D | +14.0% | -13.7% | +27.7% | +18.9% |
| 3M | +9.7% | -9.1% | +18.7% | +11.1% |
| 6M | +39.2% | -15.4% | +54.7% | +43.7% |
| YTD | +153.9% | -25.1% | +179.0% | +173.5% |
| 1Y | +467.5% | -20.6% | +488.1% | +494.3% |
| 3Y | +1,784.2% | +8.7% | +1,775.5% | +1,528.8% |
| 5Y | +990.3% | -25.7% | +1,016.0% | +871.6% |
| All | +990.3% | -25.5% | +1,015.8% | +871.6% |
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 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