+2,894.9%
DXCM vs GEN
+319.1%
+2,575.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.3% |
| 7D | -3.2% | -1.2% | -2.0% | -2.8% |
| 30D | +6.3% | +10.1% | -3.8% | +2.7% |
| 3M | +21.1% | +16.1% | +5.0% | +14.7% |
| 6M | +20.6% | +38.9% | -18.3% | +6.3% |
| YTD | +32.4% | +14.4% | +18.0% | +24.4% |
| 1Y | +8.8% | +5.9% | +3.0% | +4.8% |
| 3Y | -13.7% | +58.8% | -72.5% | -30.4% |
| 5Y | -35.2% | +24.7% | -59.8% | -44.1% |
| 10Y | +281.8% | +163.1% | +118.7% | +120.0% |
| All | +2,894.9% | +319.1% | +2,575.7% | +937.7% |
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