-49.6%
DXCM vs UUUU
-39.3%
-10.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.7% |
| 7D | -3.6% | +1.4% | -5.0% | -3.9% |
| 30D | -4.3% | -27.9% | +23.6% | -0.7% |
| 3M | -10.4% | -53.8% | +43.5% | -2.3% |
| 6M | +33.1% | -68.1% | +101.2% | +50.9% |
| YTD | +22.6% | -54.1% | +76.7% | +28.7% |
| 1Y | +36.5% | -57.8% | +94.3% | +44.4% |
| 3Y | -13.5% | -15.4% | +2.0% | -25.8% |
| 5Y | -49.6% | -39.2% | -10.4% | -60.0% |
| All | -49.6% | -39.3% | -10.4% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling