+27.5%
UAL vs IDXX
-2.6%
+30.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.9% | +4.0% | +6.3% |
| 7D | +11.9% | +24.1% | -12.2% | +1.8% |
| 30D | +5.2% | +32.5% | -27.3% | -7.9% |
| 3M | -12.7% | +18.8% | -31.5% | -18.6% |
| 6M | +28.5% | +24.0% | +4.5% | +16.3% |
| YTD | +3.5% | +3.3% | +0.3% | +4.6% |
| 1Y | +27.5% | -3.3% | +30.8% | +33.8% |
| All | +27.5% | -2.6% | +30.2% | +33.8% |
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