+423.1%
DXCM vs WEC
+178.6%
+244.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.9% |
| 7D | -4.4% | +0.2% | -4.6% | -4.3% |
| 30D | -3.6% | +12.9% | -16.5% | -6.0% |
| 3M | -4.3% | +9.8% | -14.1% | -6.3% |
| 6M | +33.8% | +6.7% | +27.0% | +31.7% |
| YTD | +22.1% | +14.0% | +8.2% | +18.4% |
| 1Y | +47.4% | +7.3% | +40.1% | +44.8% |
| 3Y | -12.3% | +63.8% | -76.1% | -22.6% |
| 5Y | -49.1% | +54.8% | -103.9% | -54.5% |
| 10Y | +423.1% | +185.7% | +237.4% | +354.6% |
| All | +423.1% | +178.6% | +244.5% | +354.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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