+18.4%
XRT vs IDXX
-2.6%
+21.0%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.9% | +1.6% | +4.4% |
| 7D | +8.0% | +24.1% | -16.0% | +1.5% |
| 30D | +13.0% | +32.5% | -19.5% | +3.7% |
| 3M | +1.7% | +18.8% | -17.1% | -3.0% |
| 6M | +12.6% | +24.0% | -11.5% | +5.3% |
| YTD | +10.7% | +3.3% | +7.4% | +9.0% |
| 1Y | +18.4% | -3.3% | +21.7% | +19.1% |
| All | +18.4% | -2.6% | +21.0% | +19.1% |
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