+404.2%
DXCM vs GEN
+157.3%
+246.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.6% | -3.3% | -5.3% |
| 7D | -3.5% | +2.3% | -5.8% | -4.0% |
| 30D | -5.8% | +33.1% | -38.9% | -12.6% |
| 3M | -4.3% | +6.5% | -10.8% | -6.6% |
| 6M | +31.6% | +53.8% | -22.2% | +16.5% |
| YTD | +19.6% | +11.2% | +8.4% | +14.6% |
| 1Y | +36.9% | +19.4% | +17.5% | +28.6% |
| 3Y | -16.3% | +81.0% | -97.3% | -30.8% |
| 5Y | -50.0% | +33.4% | -83.5% | -55.9% |
| All | +404.2% | +157.3% | +246.9% | +229.5% |
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