+29.1%
DXCM vs RVMD
+525.1%
-496.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.6% |
| 7D | -3.6% | -0.7% | -2.9% | -3.7% |
| 30D | -4.3% | -6.4% | +2.1% | -3.7% |
| 3M | -10.4% | -14.1% | +3.7% | -8.8% |
| 6M | +33.1% | +21.0% | +12.1% | +28.1% |
| YTD | +22.6% | +121.4% | -98.8% | +3.9% |
| 1Y | +36.5% | +167.9% | -131.3% | +11.7% |
| 3Y | -13.5% | +794.7% | -808.2% | -44.9% |
| 5Y | -49.6% | +437.2% | -486.8% | -68.5% |
| All | +29.1% | +525.1% | -496.1% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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