+12.8%
TEAM vs IDXX
-16.0%
+28.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -3.2% |
| 7D | -0.4% | -3.5% | +3.1% | +1.5% |
| 30D | +67.3% | -8.4% | +75.7% | +74.9% |
| 3M | +86.8% | -5.2% | +92.0% | +91.7% |
| 6M | +146.8% | -17.5% | +164.3% | +166.9% |
| YTD | +16.9% | -20.9% | +37.8% | +29.1% |
| 1Y | +12.8% | -16.4% | +29.2% | +21.1% |
| All | +12.8% | -16.0% | +28.8% | +21.1% |
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 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