+169.3%
B vs DECK
+937.4%
-768.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.0% | +2.3% | +8.0% |
| 7D | +1.1% | +10.4% | -9.3% | +0.6% |
| 30D | +0.3% | +11.1% | -10.8% | -0.2% |
| 3M | +5.4% | -10.8% | +16.2% | +5.9% |
| 6M | +5.5% | -8.7% | +14.3% | +5.8% |
| YTD | -6.3% | -14.0% | +7.7% | -5.9% |
| 1Y | +29.4% | +12.0% | +17.3% | +28.2% |
| 3Y | +160.3% | -10.5% | +170.7% | +157.2% |
| 5Y | +144.6% | +28.5% | +116.1% | +135.2% |
| 10Y | +169.3% | +923.3% | -753.9% | +162.8% |
| All | +169.3% | +937.4% | -768.0% | +162.8% |
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