+2,623.0%
DXCM vs GEN
+310.4%
+2,312.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | -3.7% | +1.0% | -4.7% | -3.9% |
| 30D | -5.0% | +29.1% | -34.1% | -13.3% |
| 3M | -8.8% | +2.9% | -11.7% | -10.8% |
| 6M | +31.9% | +33.6% | -1.8% | +17.4% |
| YTD | +20.4% | +12.0% | +8.4% | +12.7% |
| 1Y | +45.7% | +16.2% | +29.6% | +34.6% |
| 3Y | -15.0% | +65.1% | -80.1% | -32.9% |
| 5Y | -48.5% | +33.3% | -81.8% | -57.1% |
| 10Y | +411.2% | +149.7% | +261.6% | +198.7% |
| All | +2,623.0% | +310.4% | +2,312.6% | +840.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling