+38.2%
DXCM vs BTI
+15.3%
+22.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.5% |
| 7D | -9.2% | -3.0% | -6.1% | -8.8% |
| 30D | -6.5% | +9.8% | -16.2% | -7.0% |
| 3M | -10.3% | +9.2% | -19.4% | -10.8% |
| 6M | +35.4% | +4.0% | +31.4% | +33.7% |
| YTD | +21.1% | +12.7% | +8.4% | +20.9% |
| 1Y | +38.2% | +15.9% | +22.3% | +37.8% |
| All | +38.2% | +15.3% | +22.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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