+439.2%
RVMD vs IDXX
-16.0%
+455.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.7% |
| 7D | +1.0% | -3.5% | +4.6% | +2.0% |
| 30D | +6.4% | -8.4% | +14.9% | +9.1% |
| 3M | +34.9% | -5.2% | +40.1% | +36.4% |
| 6M | +107.6% | -17.5% | +125.0% | +117.9% |
| YTD | +163.7% | -20.9% | +184.5% | +180.8% |
| 1Y | +439.2% | -16.4% | +455.6% | +477.9% |
| All | +439.2% | -16.0% | +455.3% | +477.9% |
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