+157.6%
B vs DECK
+25.5%
+132.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.2% |
| 7D | -1.6% | -2.2% | +0.6% | -1.5% |
| 30D | +9.4% | -13.6% | +23.0% | +9.7% |
| 3M | +5.0% | -21.2% | +26.2% | +5.5% |
| 6M | -3.5% | -21.1% | +17.5% | -3.3% |
| YTD | +4.5% | -17.2% | +21.7% | +4.9% |
| 1Y | +67.8% | -30.7% | +98.5% | +69.0% |
| 3Y | +196.7% | -3.4% | +200.1% | +196.3% |
| All | +157.6% | +25.5% | +132.1% | +152.5% |
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