+373.3%
DXCM vs SUI
+120.9%
+252.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.6% |
| 7D | -3.6% | -3.8% | +0.2% | -2.2% |
| 30D | -4.3% | +3.9% | -8.3% | -5.7% |
| 3M | -10.4% | +0.2% | -10.6% | -10.6% |
| 6M | +33.1% | -4.2% | +37.3% | +34.8% |
| YTD | +22.6% | -2.5% | +25.2% | +23.0% |
| 1Y | +36.5% | -4.0% | +40.6% | +37.7% |
| 3Y | -13.5% | +16.5% | -30.0% | -22.3% |
| 5Y | -49.6% | -27.2% | -22.4% | -44.7% |
| All | +373.3% | +120.9% | +252.4% | +411.4% |
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