+748.8%
DECK vs AU
+818.2%
-69.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.8% |
| 7D | +0.1% | -7.2% | +7.3% | +0.5% |
| 30D | +4.8% | -2.9% | +7.7% | +4.9% |
| 3M | -6.9% | -8.7% | +1.7% | -6.7% |
| 6M | -7.6% | -14.1% | +6.6% | -7.2% |
| YTD | -16.3% | +4.8% | -21.0% | -17.0% |
| 1Y | +4.5% | +11.9% | -7.4% | +3.2% |
| 3Y | -17.1% | +513.8% | -530.9% | -26.0% |
| 5Y | +21.9% | +379.3% | -357.4% | +8.3% |
| All | +748.8% | +818.2% | -69.4% | +626.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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