+5.0%
UAL vs IDXX
-16.0%
+21.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.4% | +1.9% |
| 7D | +0.7% | -3.5% | +4.2% | +2.5% |
| 30D | -16.1% | -8.4% | -7.7% | -12.4% |
| 3M | +6.1% | -5.2% | +11.3% | +8.6% |
| 6M | +10.8% | -17.5% | +28.3% | +20.9% |
| YTD | -0.4% | -20.9% | +20.5% | +10.3% |
| 1Y | +5.0% | -16.4% | +21.4% | +14.4% |
| All | +5.0% | -16.0% | +21.1% | +14.4% |
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