-16.0%
TEAM vs IDXX
+7.6%
-23.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | -5.2% | -5.7% | +0.5% | -2.8% |
| 30D | +15.8% | -11.5% | +27.3% | +21.7% |
| 3M | +101.5% | -9.5% | +111.0% | +110.1% |
| 6M | +138.2% | -16.0% | +154.1% | +155.1% |
| YTD | +10.8% | -25.4% | +36.2% | +24.1% |
| 1Y | +1.7% | -21.8% | +23.5% | +11.3% |
| 3Y | -16.0% | +7.0% | -23.1% | -22.8% |
| All | -16.0% | +7.6% | -23.6% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling