+42.2%
UBER vs DXCM
-13.1%
+55.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +3.4% |
| 7D | +6.7% | -4.4% | +11.0% | +7.6% |
| 30D | -0.5% | -3.6% | +3.1% | +0.2% |
| 3M | -5.1% | -4.3% | -0.8% | -4.5% |
| 6M | -5.7% | +33.8% | -39.4% | -10.7% |
| YTD | -12.9% | +22.1% | -35.0% | -16.5% |
| 1Y | -22.6% | +47.4% | -70.0% | -28.2% |
| 3Y | +42.2% | -12.3% | +54.5% | +36.1% |
| All | +42.2% | -13.1% | +55.3% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling