-20.0%
DXCM vs OPEN
-87.3%
+67.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | +0.2% |
| 7D | -9.2% | -31.1% | +21.9% | -6.4% |
| 30D | -6.5% | -34.7% | +28.2% | -3.3% |
| 3M | -10.3% | -61.9% | +51.6% | -3.2% |
| 6M | +35.4% | -71.9% | +107.3% | +49.0% |
| YTD | +21.1% | -76.6% | +97.6% | +34.1% |
| 1Y | +38.2% | -83.9% | +122.1% | +57.4% |
| 3Y | -14.6% | -34.4% | +19.8% | -28.2% |
| 5Y | -49.6% | -93.9% | +44.4% | -48.7% |
| All | -20.0% | -87.3% | +67.3% | -27.8% |
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