+7,024.4%
URI vs IDXX
+15,023.7%
-7,999.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +5.0% | -4.4% | +9.4% | +6.8% |
| 30D | -9.4% | -13.5% | +4.1% | -4.3% |
| 3M | -5.8% | -11.0% | +5.2% | -2.0% |
| 6M | +25.8% | -15.6% | +41.4% | +33.1% |
| YTD | +27.9% | -23.9% | +51.7% | +40.6% |
| 1Y | +9.7% | -21.4% | +31.1% | +18.2% |
| 3Y | +128.0% | +10.6% | +117.4% | +106.4% |
| 5Y | +212.4% | -23.9% | +236.3% | +219.4% |
| 10Y | +1,271.8% | +368.4% | +903.4% | +563.1% |
| All | +7,024.4% | +15,023.7% | -7,999.3% | +1,195.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling