-46.8%
DXCM vs ACWI
+55.1%
-101.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.8% | -0.7% | -0.3% |
| 7D | +5.7% | -4.0% | +9.7% | +10.6% |
| 30D | +1.3% | -5.8% | +7.1% | +8.2% |
| 3M | +2.2% | -5.0% | +7.2% | +8.0% |
| 6M | +42.0% | +0.7% | +41.3% | +39.1% |
| YTD | +27.3% | +8.4% | +18.8% | +14.0% |
| 1Y | +42.5% | +10.1% | +32.4% | +25.3% |
| 3Y | -13.3% | +70.8% | -84.1% | -57.4% |
| 5Y | -46.8% | +55.4% | -102.2% | -68.2% |
| All | -46.8% | +55.1% | -101.9% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling