+338.2%
AZN vs DECK
+753.0%
-414.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.2% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +13.8% | +4.8% | +9.0% | +13.3% |
| 3M | +17.3% | -6.9% | +24.3% | +17.9% |
| 6M | -1.7% | -7.6% | +5.8% | -1.3% |
| YTD | +1.4% | -16.3% | +17.6% | +2.4% |
| 1Y | +5.2% | +4.5% | +0.7% | +4.3% |
| 3Y | +52.6% | -17.1% | +69.7% | +50.0% |
| 5Y | +72.9% | +21.9% | +51.0% | +59.0% |
| All | +338.2% | +753.0% | -414.8% | +243.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling