+423.1%
DXCM vs HDB
+61.5%
+361.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.6% | +1.4% |
| 7D | -4.4% | +13.7% | -18.1% | -7.4% |
| 30D | -3.6% | +15.8% | -19.5% | -7.1% |
| 3M | -4.3% | +9.2% | -13.6% | -6.6% |
| 6M | +33.8% | +3.2% | +30.6% | +31.9% |
| YTD | +22.1% | -29.4% | +51.5% | +32.0% |
| 1Y | +47.4% | -27.9% | +75.3% | +58.4% |
| 3Y | -12.3% | -5.9% | -6.4% | -13.5% |
| 5Y | -49.1% | -23.5% | -25.6% | -47.9% |
| 10Y | +423.1% | +61.3% | +361.8% | +306.4% |
| All | +423.1% | +61.5% | +361.6% | +306.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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