+36.5%
DXCM vs TECH
+23.9%
+12.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -3.6% | +0.2% | -3.9% | -3.7% |
| 30D | -4.3% | +0.5% | -4.8% | -4.4% |
| 3M | -10.4% | +1.0% | -11.3% | -10.5% |
| 6M | +33.1% | +54.1% | -20.9% | +22.5% |
| YTD | +22.6% | +24.4% | -1.8% | +15.9% |
| 1Y | +36.5% | +19.3% | +17.2% | +30.3% |
| All | +36.5% | +23.9% | +12.6% | +30.3% |
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