+8.4%
DXCM vs AEIS
+86.7%
-78.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.8% | -6.6% | -3.8% |
| 7D | -6.2% | +8.1% | -14.4% | -6.3% |
| 30D | -0.3% | -11.1% | +10.9% | -0.2% |
| 3M | +10.3% | -5.6% | +16.0% | +9.0% |
| 6M | +24.1% | -0.6% | +24.8% | +21.1% |
| YTD | +27.4% | +38.0% | -10.7% | +22.0% |
| 1Y | +8.4% | +87.2% | -78.9% | +9.9% |
| All | +8.4% | +86.7% | -78.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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