+263.3%
DXCM vs UUUU
+495.2%
-231.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +1.5% |
| 7D | -5.8% | -5.0% | -0.8% | -5.3% |
| 30D | -5.6% | -7.8% | +2.2% | -5.0% |
| 3M | +13.0% | -0.4% | +13.5% | +12.2% |
| 6M | +24.7% | -32.9% | +57.6% | +28.3% |
| YTD | +27.3% | -6.3% | +33.6% | +24.1% |
| 1Y | +11.2% | +7.9% | +3.3% | +4.3% |
| 3Y | -19.0% | +85.2% | -104.2% | -33.1% |
| 5Y | -38.5% | +97.0% | -135.4% | -51.8% |
| All | +263.3% | +495.2% | -231.9% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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