+2,564.8%
NOW vs IDXX
+978.1%
+1,586.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.8% |
| 7D | -4.1% | -4.4% | +0.3% | -1.8% |
| 30D | +2.9% | -13.5% | +16.4% | +11.2% |
| 3M | +22.6% | -11.0% | +33.6% | +30.4% |
| 6M | +7.5% | -15.6% | +23.1% | +17.8% |
| YTD | -14.4% | -23.9% | +9.4% | -1.5% |
| 1Y | -29.8% | -21.4% | -8.4% | -21.6% |
| 3Y | +9.2% | +10.6% | -1.4% | -7.4% |
| 5Y | +0.8% | -23.9% | +24.7% | +5.2% |
| 10Y | +790.9% | +368.4% | +422.5% | +282.8% |
| All | +2,564.8% | +978.1% | +1,586.8% | +619.6% |
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 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