+7.0%
DXCM vs RMD
-20.7%
+27.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -6.5% | -4.7% | -1.7% | -4.3% |
| 30D | -4.3% | +0.2% | -4.5% | -4.5% |
| 3M | +7.3% | +12.0% | -4.7% | +0.5% |
| 6M | +22.0% | -12.5% | +34.6% | +32.0% |
| YTD | +26.4% | -7.9% | +34.3% | +31.9% |
| 1Y | +7.0% | -20.4% | +27.4% | +18.0% |
| All | +7.0% | -20.7% | +27.7% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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