+748.8%
DECK vs AZO
+334.0%
+414.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +0.1% | +1.3% | -1.2% | -0.5% |
| 30D | +4.8% | +12.0% | -7.1% | -0.4% |
| 3M | -6.9% | +7.2% | -14.2% | -9.9% |
| 6M | -7.6% | -3.2% | -4.4% | -7.1% |
| YTD | -16.3% | -3.9% | -12.4% | -16.1% |
| 1Y | +4.5% | -14.7% | +19.1% | +10.4% |
| 3Y | -17.1% | +20.4% | -37.5% | -28.3% |
| 5Y | +21.9% | +72.8% | -50.9% | -15.3% |
| All | +748.8% | +334.0% | +414.8% | +266.2% |
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