-32.0%
DXCM vs AMIX
-100.0%
+67.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.6% | +1.0% | -4.6% |
| 7D | +5.7% | -25.5% | +31.2% | +5.6% |
| 30D | +1.3% | -56.2% | +57.5% | +1.0% |
| 3M | +2.2% | -87.4% | +89.6% | +1.5% |
| 6M | +42.0% | -80.9% | +122.9% | +42.1% |
| YTD | +27.3% | -86.8% | +114.1% | +26.7% |
| 1Y | +42.5% | -91.3% | +133.8% | +41.2% |
| All | -32.0% | -100.0% | +67.9% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling