+6,920.8%
DECK vs BEN
+1,259.2%
+5,661.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.5% |
| 6M | -21.1% | +33.9% | -55.0% | -30.6% |
| YTD | -17.2% | +49.0% | -66.2% | -30.4% |
| 1Y | -30.7% | +42.1% | -72.9% | -40.7% |
| 3Y | -3.4% | +51.9% | -55.2% | -21.9% |
| 5Y | +25.5% | +39.0% | -13.5% | +3.6% |
| 10Y | +714.7% | +57.9% | +656.8% | +493.9% |
| All | +6,920.8% | +1,259.2% | +5,661.6% | +2,626.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling