+28.5%
DECK vs BEN
+17.0%
+11.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +4.7% | +1.3% | +3.6% |
| 7D | +10.4% | +6.7% | +3.6% | +6.9% |
| 30D | +11.1% | +3.0% | +8.1% | +9.5% |
| 3M | -10.8% | -4.3% | -6.4% | -8.8% |
| 6M | -8.7% | +16.4% | -25.1% | -16.0% |
| YTD | -14.0% | +46.8% | -60.8% | -30.0% |
| 1Y | +12.0% | +57.3% | -45.3% | -12.1% |
| 3Y | -10.5% | +63.7% | -74.2% | -34.2% |
| 5Y | +28.5% | +19.8% | +8.7% | +8.3% |
| All | +28.5% | +17.0% | +11.5% | +8.3% |
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