+888.8%
DECK vs AEIS
+296.2%
+592.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -12.2% | +10.7% | +2.5% |
| 7D | +6.0% | -22.6% | +28.6% | +14.0% |
| 30D | +7.4% | -38.7% | +46.1% | +24.1% |
| 3M | -11.7% | -43.6% | +31.9% | +3.6% |
| 6M | -11.0% | -46.2% | +35.3% | +2.0% |
| YTD | -15.4% | -11.2% | -4.1% | -22.4% |
| 1Y | +7.2% | -17.7% | +24.9% | +1.0% |
| 3Y | -11.8% | +104.1% | -115.9% | -45.6% |
| 5Y | +24.3% | +98.5% | -74.2% | -24.6% |
| All | +888.8% | +296.2% | +592.6% | +314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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