+373.3%
DXCM vs RACE
+717.8%
-344.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +2.4% |
| 7D | -3.6% | -4.0% | +0.4% | -1.8% |
| 30D | -4.3% | +3.5% | -7.9% | -5.7% |
| 3M | -10.4% | -0.4% | -9.9% | -10.3% |
| 6M | +33.1% | +23.2% | +10.0% | +20.3% |
| YTD | +22.6% | +11.0% | +11.6% | +14.8% |
| 1Y | +36.5% | -2.2% | +38.8% | +35.4% |
| 3Y | -13.5% | +22.5% | -36.0% | -28.8% |
| 5Y | -49.6% | +63.2% | -112.8% | -65.6% |
| All | +373.3% | +717.8% | -344.5% | +53.3% |
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