-33.7%
DXCM vs AHR
+357.7%
-391.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.5% |
| 7D | -6.5% | -4.3% | -2.1% | -5.8% |
| 30D | -4.3% | -3.1% | -1.2% | -3.9% |
| 3M | +7.3% | +15.7% | -8.4% | +4.6% |
| 6M | +22.0% | +4.1% | +17.9% | +20.9% |
| YTD | +26.4% | +15.4% | +11.0% | +22.4% |
| 1Y | +7.0% | +28.0% | -21.0% | +0.4% |
| All | -33.7% | +357.7% | -391.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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