+28.5%
DECK vs BUD
+50.2%
-21.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +3.1% | +2.9% | +4.7% |
| 7D | +10.4% | +3.3% | +7.0% | +8.9% |
| 30D | +11.1% | +11.8% | -0.7% | +6.1% |
| 3M | -10.8% | -1.1% | -9.7% | -10.4% |
| 6M | -8.7% | +14.9% | -23.6% | -13.8% |
| YTD | -14.0% | +32.6% | -46.6% | -23.1% |
| 1Y | +12.0% | +37.2% | -25.1% | -1.1% |
| 3Y | -10.5% | +48.8% | -59.3% | -25.6% |
| 5Y | +28.5% | +50.7% | -22.2% | +5.1% |
| All | +28.5% | +50.2% | -21.7% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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