+887.0%
DECK vs AZO
+350.7%
+536.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +3.8% |
| 7D | +6.4% | -0.1% | +6.4% | +6.5% |
| 30D | +9.1% | +10.6% | -1.5% | +4.3% |
| 3M | -7.2% | +4.0% | -11.2% | -8.9% |
| 6M | -9.9% | -7.0% | -2.9% | -7.8% |
| YTD | -12.8% | -4.1% | -8.6% | -12.5% |
| 1Y | +10.6% | -12.6% | +23.2% | +15.5% |
| 3Y | -13.8% | +21.4% | -35.2% | -25.8% |
| 5Y | +27.6% | +74.2% | -46.6% | -11.7% |
| 10Y | +887.0% | +338.9% | +548.2% | +334.5% |
| All | +887.0% | +350.7% | +536.4% | +334.5% |
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