+11.3%
O vs IDXX
-2.6%
+13.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.9% | -1.0% | +2.7% |
| 7D | +5.8% | +24.1% | -18.3% | +4.0% |
| 30D | +10.7% | +32.5% | -21.9% | +8.3% |
| 3M | -4.5% | +18.8% | -23.3% | -5.9% |
| 6M | -4.1% | +24.0% | -28.2% | -5.9% |
| YTD | +9.8% | +3.3% | +6.6% | +8.2% |
| 1Y | +11.3% | -3.3% | +14.6% | +9.8% |
| All | +11.3% | -2.6% | +13.9% | +9.8% |
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