+423.1%
DXCM vs GEN
+166.9%
+256.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.4% | -0.3% | -4.1% | -4.2% |
| 30D | -3.6% | +28.2% | -31.8% | -9.7% |
| 3M | -4.3% | +2.6% | -7.0% | -5.6% |
| 6M | +33.8% | +32.7% | +1.1% | +23.3% |
| YTD | +22.1% | +11.3% | +10.9% | +17.0% |
| 1Y | +47.4% | +17.9% | +29.5% | +39.0% |
| 3Y | -12.3% | +66.3% | -78.6% | -25.8% |
| 5Y | -49.1% | +31.7% | -80.8% | -54.9% |
| 10Y | +423.1% | +150.0% | +273.1% | +238.7% |
| All | +423.1% | +166.9% | +256.2% | +238.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling