+8.8%
DXCM vs AMIX
-81.0%
+89.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.0% |
| 7D | -3.2% | -13.7% | +10.5% | -3.2% |
| 30D | +6.3% | -62.1% | +68.4% | +6.4% |
| 3M | +21.1% | -46.2% | +67.3% | +24.1% |
| 6M | +20.6% | -46.4% | +67.0% | +22.8% |
| YTD | +32.4% | -60.3% | +92.7% | +35.5% |
| 1Y | +8.8% | -79.7% | +88.5% | +15.5% |
| All | +8.8% | -81.0% | +89.8% | +15.5% |
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