+233.5%
INTU vs DXCM
+412.4%
-178.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -3.9% | -9.2% | +5.3% | -1.7% |
| 30D | +12.0% | -6.5% | +18.5% | +13.7% |
| 3M | +2.3% | -10.3% | +12.6% | +4.9% |
| 6M | -12.1% | +35.4% | -47.5% | -18.6% |
| YTD | -47.5% | +21.1% | -68.6% | -50.4% |
| 1Y | -46.9% | +38.2% | -85.1% | -51.4% |
| 3Y | -33.5% | -14.6% | -18.9% | -36.6% |
| 5Y | -41.2% | -49.6% | +8.3% | -38.5% |
| 10Y | +233.5% | +393.1% | -159.6% | +149.0% |
| All | +233.5% | +412.4% | -178.9% | +149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DXCM.
Daily Out/Under-Performance
Portfolio return minus DXCM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DXCM 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 DXCM 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