+44.6%
DXCM vs AMIX
-92.3%
+137.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.0% | +9.7% | +6.6% |
| 7D | +12.5% | -25.1% | +37.7% | +12.6% |
| 30D | +1.8% | -54.5% | +56.3% | +1.9% |
| 3M | +1.8% | -91.7% | +93.5% | +1.9% |
| 6M | +47.4% | -79.4% | +126.8% | +50.0% |
| YTD | +33.3% | -86.1% | +119.4% | +36.5% |
| 1Y | +44.6% | -91.6% | +136.2% | +49.0% |
| All | +44.6% | -92.3% | +137.0% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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