-28.0%
DXCM vs KVUE
-20.4%
-7.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.7% |
| 7D | -5.8% | -6.1% | +0.3% | -4.9% |
| 30D | -5.6% | -5.6% | 0.0% | -4.8% |
| 3M | +13.0% | -0.3% | +13.4% | +13.1% |
| 6M | +24.7% | +1.4% | +23.3% | +24.3% |
| YTD | +27.3% | +6.7% | +20.6% | +26.3% |
| 1Y | +11.2% | +1.0% | +10.2% | +10.8% |
| 3Y | -19.0% | -5.4% | -13.6% | -17.9% |
| All | -28.0% | -20.4% | -7.6% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling