+3,955.4%
DXCM vs BND
+76.8%
+3,878.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | +6.3% | -0.4% | +6.7% | +6.3% |
| 3M | +21.1% | -0.6% | +21.7% | +21.1% |
| 6M | +20.6% | -1.4% | +22.0% | +20.5% |
| YTD | +32.4% | -0.2% | +32.7% | +32.5% |
| 1Y | +8.8% | +1.3% | +7.6% | +8.9% |
| 3Y | -13.7% | +13.2% | -26.9% | -13.3% |
| 5Y | -35.2% | -1.6% | -33.6% | -37.8% |
| 10Y | +281.8% | +15.5% | +266.3% | +308.3% |
| All | +3,955.4% | +76.8% | +3,878.6% | +4,720.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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