+252.9%
DXCM vs BEN
+56.5%
+196.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.8% |
| 7D | -6.2% | +4.7% | -10.9% | -7.6% |
| 30D | -0.3% | +2.6% | -2.9% | -1.1% |
| 3M | +10.3% | +11.5% | -1.2% | +6.4% |
| 6M | +24.1% | +35.3% | -11.2% | +12.1% |
| YTD | +27.4% | +48.6% | -21.3% | +11.4% |
| 1Y | +8.4% | +46.7% | -38.3% | -4.9% |
| 3Y | -19.0% | +57.0% | -76.0% | -31.6% |
| 5Y | -38.6% | +41.8% | -80.4% | -47.6% |
| 10Y | +252.9% | +55.2% | +197.7% | +169.9% |
| All | +252.9% | +56.5% | +196.4% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling