-17.2%
DXCM vs GEN
+64.0%
-81.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +2.0% |
| 7D | -3.6% | -3.0% | -0.7% | -3.0% |
| 30D | -4.3% | +24.7% | -29.0% | -8.9% |
| 3M | -10.4% | +4.1% | -14.5% | -11.4% |
| 6M | +33.1% | +36.0% | -2.9% | +24.1% |
| YTD | +22.6% | +10.9% | +11.8% | +19.3% |
| 1Y | +36.5% | +12.2% | +24.4% | +32.4% |
| All | -17.2% | +64.0% | -81.2% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling