+81,786.3%
MU vs IDXX
+54,849.3%
+26,936.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.7% | +3.1% |
| 7D | +7.5% | -4.4% | +11.9% | +9.0% |
| 30D | +19.4% | -13.5% | +32.9% | +24.5% |
| 3M | +9.8% | -11.0% | +20.8% | +12.7% |
| 6M | +164.1% | -15.6% | +179.8% | +174.5% |
| YTD | +260.3% | -23.9% | +284.2% | +285.8% |
| 1Y | +661.2% | -21.4% | +682.6% | +704.7% |
| 3Y | +1,380.8% | +10.6% | +1,370.2% | +1,279.5% |
| 5Y | +1,346.4% | -23.9% | +1,370.2% | +1,391.4% |
| 10Y | +6,169.9% | +368.4% | +5,801.5% | +3,784.3% |
| All | +81,786.3% | +54,849.3% | +26,936.9% | +19,923.8% |
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