-50.1%
DXCM vs AXON
+71.5%
-121.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -18.2% | +12.2% | -1.8% |
| 7D | -3.5% | -26.8% | +23.3% | +3.3% |
| 30D | -5.8% | -22.9% | +17.1% | -0.5% |
| 3M | -4.3% | -40.1% | +35.7% | +6.2% |
| 6M | +31.6% | -18.9% | +50.4% | +33.3% |
| YTD | +19.6% | -44.9% | +64.5% | +31.3% |
| 1Y | +36.9% | -46.7% | +83.6% | +51.3% |
| 3Y | -16.3% | +44.3% | -60.6% | -41.7% |
| All | -50.1% | +71.5% | -121.6% | -72.2% |
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