-31.5%
RIVN vs IDXX
+7.6%
-39.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | +1.8% | -5.7% | +7.6% | +3.8% |
| 30D | +0.6% | -11.5% | +12.2% | +4.6% |
| 3M | +3.2% | -9.5% | +12.7% | +6.1% |
| 6M | -3.7% | -16.0% | +12.2% | +1.4% |
| YTD | -18.7% | -25.4% | +6.7% | -11.0% |
| 1Y | +14.7% | -21.8% | +36.5% | +22.8% |
| 3Y | -31.5% | +7.0% | -38.6% | -43.1% |
| All | -31.5% | +7.6% | -39.1% | -43.1% |
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