-19.3%
DXCM vs OPEN
-86.9%
+67.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | -4.4% | -21.7% | +17.3% | -2.5% |
| 30D | -3.6% | -36.5% | +32.9% | -0.1% |
| 3M | -4.3% | -59.5% | +55.2% | +2.7% |
| 6M | +33.8% | -71.9% | +105.6% | +47.2% |
| YTD | +22.1% | -75.8% | +98.0% | +34.9% |
| 1Y | +47.4% | -78.5% | +125.9% | +63.6% |
| 3Y | -12.3% | -30.2% | +17.9% | -26.7% |
| 5Y | -49.1% | -93.3% | +44.2% | -48.7% |
| All | -19.3% | -86.9% | +67.6% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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