+2,894.9%
DXCM vs OVV
+18.6%
+2,876.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.7% |
| 7D | -3.2% | +0.3% | -3.5% | -3.3% |
| 30D | +6.3% | +11.7% | -5.4% | +4.3% |
| 3M | +21.1% | +9.8% | +11.3% | +18.8% |
| 6M | +20.6% | +26.6% | -6.0% | +14.8% |
| YTD | +32.4% | +67.0% | -34.6% | +19.8% |
| 1Y | +8.8% | +55.9% | -47.1% | -0.7% |
| 3Y | -13.7% | +45.5% | -59.2% | -22.0% |
| 5Y | -35.2% | +157.3% | -192.5% | -49.2% |
| 10Y | +281.8% | +65.0% | +216.8% | +153.5% |
| All | +2,894.9% | +18.6% | +2,876.3% | +1,700.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 all: compounded portfolio wealth divided by compounded OVV 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…
all analysis · Full analysis span regression · 6 months rolling