+26.1%
DECK vs INDA
+8.8%
+17.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.2% | +0.7% | -2.9% | -2.9% |
| 30D | -13.6% | -0.8% | -12.8% | -13.0% |
| 3M | -21.2% | +3.9% | -25.2% | -24.0% |
| 6M | -21.1% | -0.7% | -20.4% | -20.4% |
| YTD | -17.2% | -7.7% | -9.6% | -11.1% |
| 1Y | -30.7% | -5.1% | -25.7% | -27.7% |
| 3Y | -3.4% | +13.6% | -17.0% | -19.0% |
| All | +26.1% | +8.8% | +17.3% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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