+44.6%
DXCM vs DOW
+50.2%
-5.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -3.2% | +9.9% | +6.4% |
| 7D | +12.5% | -4.2% | +16.7% | +12.3% |
| 30D | +1.8% | +14.7% | -12.9% | +2.6% |
| 3M | +1.8% | +9.1% | -7.3% | +2.3% |
| 6M | +47.4% | -17.7% | +65.0% | +43.9% |
| YTD | +33.3% | +44.6% | -11.3% | +22.6% |
| 1Y | +44.6% | +51.9% | -7.3% | +31.0% |
| All | +44.6% | +50.2% | -5.6% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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