-12.8%
DECK vs IBB
+84.9%
-97.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.3% | +4.5% |
| 7D | +10.4% | +2.2% | +8.2% | +9.0% |
| 30D | +11.1% | +6.3% | +4.8% | +7.1% |
| 3M | -10.8% | +16.3% | -27.1% | -18.8% |
| 6M | -8.7% | +30.0% | -38.7% | -22.8% |
| YTD | -14.0% | +31.1% | -45.2% | -28.2% |
| 1Y | +12.0% | +42.0% | -29.9% | -11.7% |
| All | -12.8% | +84.9% | -97.7% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling