+13,714.4%
WELL vs IDXX
+53,929.9%
-40,215.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.1% |
| 7D | -2.2% | -4.3% | +2.1% | -1.7% |
| 30D | +4.7% | -13.7% | +18.3% | +6.7% |
| 3M | +11.9% | -9.1% | +21.0% | +13.2% |
| 6M | +14.3% | -15.4% | +29.7% | +16.5% |
| YTD | +28.4% | -25.1% | +53.5% | +32.9% |
| 1Y | +42.3% | -20.6% | +62.9% | +45.7% |
| 3Y | +202.6% | +8.7% | +193.8% | +192.5% |
| 5Y | +206.5% | -25.7% | +232.2% | +207.4% |
| 10Y | +356.2% | +360.6% | -4.4% | +257.9% |
| All | +13,714.4% | +53,929.9% | -40,215.4% | +6,516.7% |
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