-84.3%
OPEN vs IDXX
-26.5%
-57.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | -11.4% | -5.7% | -5.7% | -6.0% |
| 30D | -20.1% | -11.5% | -8.5% | -9.9% |
| 3M | -37.6% | -9.5% | -28.0% | -31.9% |
| 6M | -47.1% | -16.0% | -31.1% | -38.5% |
| YTD | -52.1% | -25.4% | -26.7% | -37.1% |
| 1Y | -73.5% | -21.8% | -51.7% | -68.0% |
| 3Y | -24.4% | +7.0% | -31.4% | -42.5% |
| All | -84.3% | -26.5% | -57.8% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling