+2,894.9%
DXCM vs PTEN
-24.2%
+2,919.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | +6.3% | +31.2% | -24.9% | +1.5% |
| 3M | +21.1% | +2.0% | +19.1% | +19.8% |
| 6M | +20.6% | +42.4% | -21.8% | +11.7% |
| YTD | +32.4% | +109.2% | -76.8% | +14.7% |
| 1Y | +8.8% | +122.3% | -113.5% | -7.2% |
| 3Y | -13.7% | -5.6% | -8.2% | -18.0% |
| 5Y | -35.2% | +86.5% | -121.7% | -48.7% |
| 10Y | +281.8% | -22.1% | +303.9% | +184.1% |
| All | +2,894.9% | -24.2% | +2,919.0% | +1,246.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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