+877.2%
DECK vs AEE
+202.7%
+674.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +5.8% | +2.1% | +3.7% | +5.2% |
| 30D | +7.9% | +11.4% | -3.5% | +5.0% |
| 3M | -11.4% | +5.0% | -16.4% | -12.5% |
| 6M | -16.6% | +4.4% | -21.0% | -17.5% |
| YTD | -16.4% | +15.4% | -31.8% | -19.4% |
| 1Y | +8.6% | +13.8% | -5.1% | +5.0% |
| 3Y | -15.1% | +58.0% | -73.1% | -25.8% |
| 5Y | +22.9% | +52.9% | -30.1% | +7.3% |
| All | +877.2% | +202.7% | +674.5% | +804.9% |
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