+72.9%
PBR vs IDXX
-2.6%
+75.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.9% | -10.9% | -6.1% |
| 7D | -11.0% | +24.1% | -35.1% | -6.3% |
| 30D | -18.8% | +32.5% | -51.3% | -13.4% |
| 3M | +7.8% | +18.8% | -11.0% | +12.4% |
| 6M | -7.6% | +24.0% | -31.6% | -2.5% |
| YTD | +72.7% | +3.3% | +69.4% | +79.7% |
| 1Y | +72.9% | -3.3% | +76.2% | +78.8% |
| All | +72.9% | -2.6% | +75.6% | +78.8% |
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