-38.6%
DXCM vs AXON
+177.9%
-216.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.4% |
| 7D | -6.2% | -2.5% | -3.7% | -5.7% |
| 30D | -0.3% | -11.5% | +11.2% | +2.2% |
| 3M | +10.3% | +7.3% | +3.0% | +6.6% |
| 6M | +24.1% | -11.9% | +36.1% | +24.6% |
| YTD | +27.4% | -11.0% | +38.4% | +26.2% |
| 1Y | +8.4% | -31.8% | +40.1% | +14.8% |
| 3Y | -19.0% | +135.4% | -154.4% | -49.5% |
| 5Y | -38.6% | +176.9% | -215.4% | -69.1% |
| All | -38.6% | +177.9% | -216.5% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 5y: compounded portfolio wealth divided by compounded AXON 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…
5y analysis · Full analysis span regression · 6 months rolling