+70.8%
NVT vs IDXX
-20.8%
+91.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | +4.1% | -5.7% | +9.8% | +4.2% |
| 30D | -5.1% | -11.5% | +6.4% | -4.8% |
| 3M | -1.2% | -9.5% | +8.4% | -1.1% |
| 6M | +46.6% | -16.0% | +62.5% | +48.6% |
| YTD | +60.0% | -25.4% | +85.4% | +64.6% |
| 1Y | +70.8% | -21.8% | +92.6% | +76.8% |
| All | +70.8% | -20.8% | +91.6% | +76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling