+2,605.6%
DXCM vs GEN
+307.4%
+2,298.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.6% | -3.3% | -5.1% |
| 7D | -3.5% | +2.3% | -5.8% | -4.1% |
| 30D | -5.8% | +33.1% | -38.9% | -15.0% |
| 3M | -4.3% | +6.5% | -10.8% | -7.6% |
| 6M | +31.6% | +53.8% | -22.2% | +11.1% |
| YTD | +19.6% | +11.2% | +8.4% | +12.3% |
| 1Y | +36.9% | +19.4% | +17.5% | +25.1% |
| 3Y | -16.3% | +81.0% | -97.3% | -36.2% |
| 5Y | -50.0% | +33.4% | -83.5% | -58.4% |
| 10Y | +413.2% | +164.3% | +248.9% | +192.3% |
| All | +2,605.6% | +307.4% | +2,298.2% | +836.8% |
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