+26.4%
P vs IDXX
-16.0%
+42.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.4% |
| 7D | +6.5% | -3.5% | +10.1% | +6.6% |
| 30D | +18.8% | -8.4% | +27.3% | +19.1% |
| 3M | +26.7% | -5.2% | +31.9% | +27.2% |
| 6M | +62.2% | -17.5% | +79.6% | +70.3% |
| YTD | +48.5% | -20.9% | +69.4% | +58.3% |
| 1Y | +26.4% | -16.4% | +42.8% | +35.5% |
| All | +26.4% | -16.0% | +42.4% | +35.5% |
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