+38.2%
DXCM vs JD
-9.4%
+47.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.2% | +0.8% |
| 7D | -9.2% | +0.4% | -9.6% | -9.4% |
| 30D | -6.5% | +4.2% | -10.7% | -7.4% |
| 3M | -10.3% | -12.8% | +2.5% | -8.7% |
| 6M | +35.4% | -8.8% | +44.2% | +35.5% |
| YTD | +21.1% | +0.5% | +20.6% | +22.7% |
| 1Y | +38.2% | -8.8% | +47.0% | +50.5% |
| All | +38.2% | -9.4% | +47.6% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 1y: compounded portfolio wealth divided by compounded JD 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…
1y analysis · Full analysis span regression · 6 months rolling