+404.2%
DXCM vs SUI
+115.7%
+288.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.5% | -4.5% | -5.4% |
| 7D | -3.5% | +6.2% | -9.7% | -5.6% |
| 30D | -5.8% | +8.6% | -14.4% | -8.7% |
| 3M | -4.3% | +1.0% | -5.3% | -4.9% |
| 6M | +31.6% | -2.6% | +34.2% | +32.4% |
| YTD | +19.6% | -0.1% | +19.8% | +18.9% |
| 1Y | +36.9% | +0.5% | +36.4% | +35.6% |
| 3Y | -16.3% | +15.3% | -31.5% | -24.3% |
| 5Y | -50.0% | -26.1% | -23.9% | -45.4% |
| All | +404.2% | +115.7% | +288.4% | +427.1% |
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