+38.2%
DXCM vs ALL
+30.4%
+7.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | -9.2% | -2.6% | -6.6% | -8.8% |
| 30D | -6.5% | +12.7% | -19.2% | -7.2% |
| 3M | -10.3% | +0.4% | -10.7% | -10.2% |
| 6M | +35.4% | +23.8% | +11.6% | +34.5% |
| YTD | +21.1% | +27.8% | -6.7% | +20.0% |
| 1Y | +38.2% | +28.9% | +9.3% | +36.4% |
| All | +38.2% | +30.4% | +7.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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