+384.5%
DXCM vs UUUU
+370.7%
+13.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.5% |
| 7D | +4.9% | -1.1% | +6.0% | +5.0% |
| 30D | -0.2% | -21.0% | +20.8% | +2.3% |
| 3M | -8.9% | -54.8% | +45.9% | -1.0% |
| 6M | +42.3% | -67.3% | +109.6% | +59.1% |
| YTD | +25.6% | -54.7% | +80.2% | +32.2% |
| 1Y | +39.5% | -57.4% | +97.0% | +47.5% |
| 3Y | -15.3% | -19.6% | +4.4% | -23.1% |
| 5Y | -48.4% | -40.0% | -8.4% | -54.0% |
| All | +384.5% | +370.7% | +13.8% | +201.2% |
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