+888.8%
DECK vs AEE
+202.6%
+686.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | +6.0% | +2.4% | +3.7% | +5.4% |
| 30D | +7.4% | +10.9% | -3.5% | +4.6% |
| 3M | -11.7% | +4.3% | -15.9% | -12.6% |
| 6M | -11.0% | +2.5% | -13.4% | -11.6% |
| YTD | -15.4% | +15.3% | -30.7% | -18.5% |
| 1Y | +7.2% | +14.6% | -7.3% | +3.4% |
| 3Y | -11.8% | +57.5% | -69.3% | -22.8% |
| 5Y | +24.3% | +52.9% | -28.6% | +8.6% |
| All | +888.8% | +202.6% | +686.2% | +815.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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