+26.1%
DECK vs BEN
+39.3%
-13.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -2.0% | -0.1% |
| 7D | -2.2% | +0.2% | -2.5% | -2.3% |
| 30D | -13.6% | -0.5% | -13.0% | -13.4% |
| 3M | -21.2% | +9.7% | -31.0% | -25.0% |
| 6M | -21.1% | +33.9% | -55.0% | -32.0% |
| YTD | -17.2% | +49.0% | -66.2% | -32.3% |
| 1Y | -30.7% | +42.1% | -72.9% | -42.2% |
| 3Y | -3.4% | +51.9% | -55.2% | -24.3% |
| All | +26.1% | +39.3% | -13.2% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling