-32.7%
PINS vs IDXX
+7.9%
-40.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.3% |
| 7D | -9.9% | -4.3% | -5.6% | -8.7% |
| 30D | -20.9% | -13.7% | -7.3% | -17.2% |
| 3M | -13.7% | -9.1% | -4.7% | -11.2% |
| 6M | -3.0% | -15.4% | +12.4% | +1.8% |
| YTD | -27.5% | -25.1% | -2.3% | -21.3% |
| 1Y | -46.8% | -20.6% | -26.2% | -43.5% |
| All | -32.7% | +7.9% | -40.7% | -39.7% |
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