+8.4%
DXCM vs TECH
+34.5%
-26.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.7% | -3.8% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | -0.3% | +0.1% | -0.4% | -0.3% |
| 3M | +10.3% | +37.5% | -27.2% | +4.3% |
| 6M | +24.1% | +34.6% | -10.5% | +16.2% |
| YTD | +27.4% | +23.5% | +3.9% | +21.1% |
| 1Y | +8.4% | +34.4% | -26.0% | +1.2% |
| All | +8.4% | +34.5% | -26.2% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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