+32.4%
PWR vs IDXX
-2.6%
+35.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.9% | -15.6% | -11.3% |
| 7D | -4.4% | +24.1% | -28.5% | -3.0% |
| 30D | -15.1% | +32.5% | -47.6% | -13.3% |
| 3M | -16.2% | +18.8% | -35.0% | -14.7% |
| 6M | -23.3% | +24.0% | -47.4% | -21.5% |
| YTD | +37.6% | +3.3% | +34.4% | +47.5% |
| 1Y | +32.4% | -3.3% | +35.7% | +45.4% |
| All | +32.4% | -2.6% | +35.0% | +45.4% |
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