-48.1%
DXCM vs AXON
+83.1%
-131.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | +1.8% |
| 7D | +4.9% | +0.8% | +4.2% | +4.7% |
| 30D | -0.2% | -22.8% | +22.6% | +5.4% |
| 3M | -8.9% | -48.8% | +39.9% | +5.0% |
| 6M | +42.3% | -16.3% | +58.6% | +43.2% |
| YTD | +25.6% | -44.5% | +70.0% | +37.5% |
| 1Y | +39.5% | -43.4% | +82.9% | +51.9% |
| 3Y | -15.3% | +44.3% | -59.5% | -40.7% |
| All | -48.1% | +83.1% | -131.2% | -72.5% |
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