+367.2%
DXCM vs SUI
+122.5%
+244.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.8% |
| 7D | -9.2% | -2.4% | -6.7% | -8.3% |
| 30D | -6.5% | +3.3% | -9.8% | -7.7% |
| 3M | -10.3% | +0.7% | -10.9% | -10.7% |
| 6M | +35.4% | -4.1% | +39.6% | +37.1% |
| YTD | +21.1% | -1.8% | +22.9% | +21.1% |
| 1Y | +38.2% | -4.1% | +42.3% | +39.4% |
| 3Y | -14.6% | +17.4% | -32.0% | -23.6% |
| 5Y | -49.6% | -27.0% | -22.6% | -44.7% |
| All | +367.2% | +122.5% | +244.7% | +403.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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