+877.2%
DECK vs BEN
+62.2%
+815.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -3.2% |
| 7D | +5.8% | +6.6% | -0.8% | +2.8% |
| 30D | +7.9% | +3.8% | +4.0% | +6.0% |
| 3M | -11.4% | +0.2% | -11.6% | -11.6% |
| 6M | -16.6% | +10.4% | -27.0% | -20.6% |
| YTD | -16.4% | +46.2% | -62.5% | -29.8% |
| 1Y | +8.6% | +52.3% | -43.6% | -10.5% |
| 3Y | -15.1% | +65.9% | -81.1% | -34.8% |
| 5Y | +22.9% | +20.6% | +2.3% | +5.9% |
| All | +877.2% | +62.2% | +815.0% | +590.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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