+26.1%
DECK vs HBM
+349.4%
-323.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -2.2% | -6.4% | +4.1% | -1.1% |
| 30D | -13.6% | +5.9% | -19.5% | -14.7% |
| 3M | -21.2% | -8.9% | -12.3% | -20.8% |
| 6M | -21.1% | +10.7% | -31.8% | -24.1% |
| YTD | -17.2% | +38.3% | -55.5% | -25.1% |
| 1Y | -30.7% | +121.3% | -152.1% | -44.0% |
| 3Y | -3.4% | +450.6% | -453.9% | -38.0% |
| All | +26.1% | +349.4% | -323.3% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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