+270.1%
DXCM vs NDAQ
+382.2%
-112.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -1.0% |
| 7D | -3.2% | -2.4% | -0.8% | -1.9% |
| 30D | +6.3% | +2.5% | +3.9% | +4.8% |
| 3M | +21.1% | +9.9% | +11.2% | +14.0% |
| 6M | +20.6% | +9.4% | +11.1% | +13.1% |
| YTD | +32.4% | +0.4% | +32.0% | +30.0% |
| 1Y | +8.8% | +4.0% | +4.8% | +4.2% |
| 3Y | -13.7% | +94.4% | -108.1% | -43.9% |
| 5Y | -35.2% | +56.7% | -91.9% | -52.6% |
| All | +270.1% | +382.2% | -112.1% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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