-21.2%
DXCM vs UUUU
+97.0%
-118.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.9% | -3.9% |
| 7D | -6.2% | +2.8% | -9.0% | -6.3% |
| 30D | -0.3% | +3.4% | -3.7% | -0.5% |
| 3M | +10.3% | -3.9% | +14.2% | +10.3% |
| 6M | +24.1% | -23.2% | +47.3% | +25.0% |
| YTD | +27.4% | +0.6% | +26.8% | +26.0% |
| 1Y | +8.4% | +22.9% | -14.5% | +5.1% |
| All | -21.2% | +97.0% | -118.2% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling