+44.6%
DXCM vs BLK
+17.9%
+26.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +5.4% | +1.2% | +5.0% |
| 7D | +12.5% | +5.7% | +6.8% | +10.7% |
| 30D | +1.8% | +14.8% | -13.0% | -2.2% |
| 3M | +1.8% | +8.8% | -7.0% | -0.7% |
| 6M | +47.4% | +17.6% | +29.8% | +39.7% |
| YTD | +33.3% | +16.3% | +17.0% | +24.4% |
| 1Y | +44.6% | +18.0% | +26.6% | +34.9% |
| All | +44.6% | +17.9% | +26.8% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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