+8,746.5%
PWR vs IDXX
+11,194.0%
-2,447.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | +4.2% | -5.7% | +9.9% | +6.2% |
| 30D | -4.0% | -11.5% | +7.5% | -0.2% |
| 3M | -4.8% | -9.5% | +4.8% | -2.5% |
| 6M | +14.6% | -16.0% | +30.6% | +19.8% |
| YTD | +54.2% | -25.4% | +79.6% | +67.5% |
| 1Y | +67.1% | -21.8% | +88.9% | +77.4% |
| 3Y | +218.5% | +7.0% | +211.4% | +192.6% |
| 5Y | +466.3% | -26.0% | +492.2% | +476.3% |
| 10Y | +2,520.4% | +358.9% | +2,161.5% | +1,247.5% |
| All | +8,746.5% | +11,194.0% | -2,447.5% | +1,713.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling