+272.9%
DXCM vs RACE
+818.0%
-545.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.2% |
| 7D | -3.2% | -2.5% | -0.7% | -2.1% |
| 30D | +6.3% | +0.8% | +5.6% | +5.9% |
| 3M | +21.1% | +17.2% | +3.9% | +12.3% |
| 6M | +20.6% | +13.6% | +7.0% | +13.0% |
| YTD | +32.4% | +12.2% | +20.2% | +23.5% |
| 1Y | +8.8% | -16.3% | +25.1% | +14.9% |
| 3Y | -13.7% | +36.4% | -50.2% | -33.1% |
| 5Y | -35.2% | +95.0% | -130.1% | -59.3% |
| All | +272.9% | +818.0% | -545.0% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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