-18.3%
DXCM vs OPEN
-34.1%
+15.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | +0.3% |
| 7D | -9.2% | -31.1% | +21.9% | -7.7% |
| 30D | -6.5% | -34.7% | +28.2% | -4.9% |
| 3M | -10.3% | -61.9% | +51.6% | -7.0% |
| 6M | +35.4% | -71.9% | +107.3% | +41.6% |
| YTD | +21.1% | -76.6% | +97.7% | +26.9% |
| 1Y | +38.2% | -83.9% | +122.1% | +46.6% |
| All | -18.3% | -34.1% | +15.8% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling