-4.3%
DASH vs DECK
+31.2%
-35.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.0% | +2.4% | +5.8% |
| 7D | +17.2% | +10.4% | +6.8% | +12.6% |
| 30D | +3.6% | +11.1% | -7.5% | -0.7% |
| 3M | -1.9% | -10.8% | +8.9% | +2.8% |
| 6M | +15.1% | -8.7% | +23.8% | +18.7% |
| YTD | -12.3% | -14.0% | +1.7% | -9.2% |
| 1Y | -17.2% | +12.0% | -29.3% | -24.2% |
| 3Y | +114.7% | -10.5% | +125.2% | +67.4% |
| 5Y | -4.3% | +28.5% | -32.8% | -54.9% |
| All | -4.3% | +31.2% | -35.5% | -54.9% |
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