+38.2%
DXCM vs SUI
-3.0%
+41.2%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | -9.2% | -2.4% | -6.8% | -8.5% |
| 30D | -6.5% | +3.3% | -9.8% | -7.2% |
| 3M | -10.3% | +0.7% | -10.9% | -10.7% |
| 6M | +35.4% | -4.1% | +39.6% | +35.1% |
| YTD | +21.1% | -1.8% | +22.9% | +22.2% |
| 1Y | +38.2% | -4.1% | +42.3% | +40.2% |
| All | +38.2% | -3.0% | +41.2% | +40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling