+789.1%
NOW vs IDXX
+360.5%
+428.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | -6.2% | -5.7% | -0.4% | -2.9% |
| 30D | +6.1% | -11.5% | +17.6% | +13.8% |
| 3M | +28.6% | -9.5% | +38.1% | +36.2% |
| 6M | +14.6% | -16.0% | +30.6% | +26.5% |
| YTD | -13.5% | -25.4% | +11.9% | +1.7% |
| 1Y | -29.4% | -21.8% | -7.6% | -20.4% |
| 3Y | +9.4% | +7.0% | +2.3% | -7.8% |
| 5Y | +2.3% | -26.0% | +28.2% | +9.4% |
| All | +789.1% | +360.5% | +428.6% | +246.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling