+8.4%
DXCM vs NDAQ
+2.6%
+5.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.3% |
| 7D | -6.2% | -2.6% | -3.7% | -5.5% |
| 30D | -0.3% | +0.5% | -0.7% | -0.4% |
| 3M | +10.3% | +9.9% | +0.4% | +7.4% |
| 6M | +24.1% | +8.2% | +15.9% | +21.1% |
| YTD | +27.4% | -1.5% | +28.9% | +26.9% |
| 1Y | +8.4% | +1.3% | +7.1% | +4.4% |
| All | +8.4% | +2.6% | +5.8% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling