+113.1%
ADI vs DECK
+25.8%
+87.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -1.5% | -9.6% | -10.7% |
| 7D | -16.7% | +6.0% | -22.7% | -18.2% |
| 30D | -14.2% | +7.4% | -21.6% | -16.1% |
| 3M | -4.1% | -11.7% | +7.5% | -1.1% |
| 6M | -10.3% | -11.0% | +0.7% | -8.4% |
| YTD | +34.3% | -15.4% | +49.7% | +37.6% |
| 1Y | +54.9% | +7.2% | +47.6% | +46.5% |
| 3Y | +125.3% | -11.8% | +137.1% | +106.8% |
| 5Y | +113.1% | +24.3% | +88.8% | +63.1% |
| All | +113.1% | +25.8% | +87.3% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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