+393.1%
DXCM vs GEN
+156.5%
+236.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | 0.0% |
| 7D | -9.2% | -0.8% | -8.4% | -9.0% |
| 30D | -6.5% | +31.2% | -37.7% | -12.9% |
| 3M | -10.3% | +6.1% | -16.3% | -12.2% |
| 6M | +35.4% | +38.1% | -2.7% | +23.6% |
| YTD | +21.1% | +14.4% | +6.7% | +15.1% |
| 1Y | +38.2% | +15.1% | +23.1% | +31.2% |
| 3Y | -14.6% | +68.5% | -83.1% | -28.0% |
| 5Y | -49.6% | +35.8% | -85.4% | -55.7% |
| 10Y | +393.1% | +155.4% | +237.7% | +215.2% |
| All | +393.1% | +156.5% | +236.6% | +215.2% |
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