+197.3%
MKSI vs IDXX
+7.6%
+189.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +2.7% | -5.7% | +8.4% | +5.4% |
| 30D | -12.8% | -11.5% | -1.3% | -8.1% |
| 3M | -22.5% | -9.5% | -13.0% | -20.4% |
| 6M | +19.4% | -16.0% | +35.3% | +27.0% |
| YTD | +67.7% | -25.4% | +93.1% | +89.7% |
| 1Y | +131.4% | -21.8% | +153.2% | +152.6% |
| 3Y | +197.3% | +7.0% | +190.3% | +145.3% |
| All | +197.3% | +7.6% | +189.8% | +145.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling