-24.2%
PATH vs IDXX
+9.2%
-33.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.8% | -4.9% | -6.6% |
| 7D | -22.8% | -4.6% | -18.2% | -21.2% |
| 30D | -6.9% | -11.3% | +4.4% | -2.1% |
| 3M | +25.4% | -7.3% | +32.7% | +29.2% |
| 6M | +18.1% | -14.5% | +32.6% | +25.9% |
| YTD | -14.5% | -23.1% | +8.6% | -4.9% |
| 1Y | +18.7% | -20.3% | +39.0% | +29.2% |
| 3Y | -24.2% | +11.7% | -35.9% | -38.5% |
| All | -24.2% | +9.2% | -33.4% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling