+257.0%
DXCM vs NI
+143.3%
+113.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -5.5% | 0.0% | -5.6% | -5.6% |
| 30D | -8.6% | -1.4% | -7.2% | -8.2% |
| 3M | +10.3% | -10.6% | +20.9% | +14.0% |
| 6M | +25.2% | -9.3% | +34.5% | +28.4% |
| YTD | +25.1% | +1.1% | +24.0% | +23.9% |
| 1Y | +9.2% | +3.4% | +5.9% | +7.3% |
| 3Y | -22.6% | +67.9% | -90.5% | -35.3% |
| 5Y | -39.5% | +98.0% | -137.5% | -52.2% |
| All | +257.0% | +143.3% | +113.7% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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