+8.2%
NOW vs IDXX
+7.9%
+0.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.6% |
| 7D | -9.9% | -4.3% | -5.6% | -8.7% |
| 30D | +2.8% | -13.7% | +16.5% | +7.5% |
| 3M | +23.7% | -9.1% | +32.7% | +27.4% |
| 6M | +12.5% | -15.4% | +27.9% | +18.1% |
| YTD | -14.4% | -25.1% | +10.8% | -7.5% |
| 1Y | -29.0% | -20.6% | -8.4% | -24.7% |
| All | +8.2% | +7.9% | +0.3% | +2.4% |
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