+26.1%
DECK vs GEN
+24.6%
+1.5%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.7% | +2.1% |
| 7D | -2.2% | -1.2% | -1.0% | -1.9% |
| 30D | -13.6% | +10.1% | -23.7% | -15.8% |
| 3M | -21.2% | +16.1% | -37.3% | -24.4% |
| 6M | -21.1% | +38.9% | -59.9% | -28.1% |
| YTD | -17.2% | +14.4% | -31.7% | -20.6% |
| 1Y | -30.7% | +5.9% | -36.6% | -32.2% |
| 3Y | -3.4% | +58.8% | -62.1% | -14.1% |
| All | +26.1% | +24.6% | +1.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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