+86.2%
SU vs IDXX
-2.6%
+88.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.9% | -8.5% | -3.6% |
| 7D | -7.1% | +24.1% | -31.2% | -2.0% |
| 30D | +4.8% | +32.5% | -27.8% | +11.9% |
| 3M | +12.5% | +18.8% | -6.3% | +17.6% |
| 6M | +6.5% | +24.0% | -17.6% | +12.7% |
| YTD | +65.8% | +3.3% | +62.5% | +74.9% |
| 1Y | +86.2% | -3.3% | +89.4% | +95.5% |
| All | +86.2% | -2.6% | +88.8% | +95.5% |
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 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