+888.8%
DECK vs IBB
+152.0%
+736.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.0% | +3.5% | +1.7% |
| 7D | +6.0% | -3.6% | +9.6% | +8.5% |
| 30D | +7.4% | +3.4% | +4.1% | +4.9% |
| 3M | -11.7% | +9.5% | -21.1% | -17.4% |
| 6M | -11.0% | +23.3% | -34.3% | -23.4% |
| YTD | -15.4% | +24.5% | -39.9% | -28.1% |
| 1Y | +7.2% | +32.9% | -25.7% | -13.0% |
| 3Y | -11.8% | +76.6% | -88.4% | -41.5% |
| 5Y | +24.3% | +35.5% | -11.2% | -2.8% |
| All | +888.8% | +152.0% | +736.8% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling