+199.4%
RVMD vs IDXX
-7.4%
+206.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -4.0% | -7.1% | -10.4% |
| 7D | -6.6% | +16.4% | -23.1% | -7.9% |
| 30D | -11.1% | +30.1% | -41.2% | -15.0% |
| 3M | -10.0% | +14.7% | -24.7% | -10.3% |
| 6M | +20.7% | +19.1% | +1.5% | +18.4% |
| YTD | +123.0% | -0.9% | +123.9% | +136.2% |
| 1Y | +199.4% | -6.9% | +206.2% | +222.0% |
| All | +199.4% | -7.4% | +206.8% | +222.0% |
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