+34.8%
DXCM vs BEN
+66.2%
-31.4%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -9.2% | +7.2% | -16.4% | -10.3% |
| 30D | -6.5% | +14.1% | -20.6% | -8.8% |
| 3M | -10.3% | +9.9% | -20.2% | -12.0% |
| 6M | +35.4% | +17.4% | +18.0% | +31.2% |
| YTD | +21.1% | +57.3% | -36.2% | +6.5% |
| All | +34.8% | +66.2% | -31.4% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling