+38.2%
DXCM vs RACE
+0.7%
+37.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -9.2% | -3.9% | -5.3% | -8.3% |
| 30D | -6.5% | +6.8% | -13.3% | -7.6% |
| 3M | -10.3% | +1.3% | -11.6% | -10.4% |
| 6M | +35.4% | +26.3% | +9.1% | +30.4% |
| YTD | +21.1% | +13.8% | +7.3% | +16.3% |
| 1Y | +38.2% | -0.5% | +38.7% | +33.0% |
| All | +38.2% | +0.7% | +37.6% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling