+15.1%
TEAM vs IDXX
-2.6%
+17.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.6% | -1.8% |
| 7D | -13.7% | +24.1% | -37.8% | -19.6% |
| 30D | -3.4% | +32.5% | -36.0% | -13.5% |
| 3M | +72.1% | +18.8% | +53.4% | +64.1% |
| 6M | +103.8% | +24.0% | +79.8% | +88.9% |
| YTD | +17.1% | +3.3% | +13.9% | +17.2% |
| 1Y | +15.1% | -3.3% | +18.3% | +16.8% |
| All | +15.1% | -2.6% | +17.7% | +16.8% |
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