+839.4%
DECK vs AZO
+333.0%
+506.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +6.8% | +0.5% | +6.2% | +6.6% |
| 30D | +8.3% | +9.4% | -1.1% | +4.0% |
| 3M | -7.9% | +4.9% | -12.7% | -9.9% |
| 6M | -10.6% | -8.0% | -2.6% | -8.0% |
| YTD | -13.4% | -5.1% | -8.3% | -12.8% |
| 1Y | +12.5% | -13.7% | +26.2% | +18.2% |
| 3Y | -14.9% | +19.1% | -33.9% | -26.0% |
| 5Y | +27.5% | +71.0% | -43.5% | -11.0% |
| 10Y | +839.4% | +331.1% | +508.3% | +314.0% |
| All | +839.4% | +333.0% | +506.4% | +314.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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