+2,662.2%
DXCM vs BEN
+225.7%
+2,436.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.3% | -4.3% | -0.9% |
| 7D | -4.4% | +12.2% | -16.6% | -9.6% |
| 30D | -3.6% | +12.1% | -15.7% | -9.0% |
| 3M | -4.3% | +7.3% | -11.6% | -8.0% |
| 6M | +33.8% | +17.9% | +15.9% | +22.2% |
| YTD | +22.1% | +55.4% | -33.3% | -3.3% |
| 1Y | +47.4% | +69.3% | -21.9% | +11.9% |
| 3Y | -12.3% | +82.8% | -95.1% | -37.6% |
| 5Y | -49.1% | +28.8% | -77.9% | -58.0% |
| 10Y | +423.1% | +53.9% | +369.2% | +238.9% |
| All | +2,662.2% | +225.7% | +2,436.4% | +950.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling