+102.8%
XBI vs IDXX
+10.3%
+92.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -3.8% | -4.8% | +1.0% | -2.7% |
| 30D | +0.1% | -7.5% | +7.6% | +1.9% |
| 3M | +17.9% | -9.1% | +27.1% | +20.1% |
| 6M | +29.5% | -11.2% | +40.7% | +32.6% |
| YTD | +29.4% | -24.7% | +54.1% | +37.3% |
| 1Y | +68.2% | -20.5% | +88.7% | +75.5% |
| 3Y | +102.8% | +10.3% | +92.5% | +79.9% |
| All | +102.8% | +10.3% | +92.5% | +79.9% |
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