+7.2%
DECK vs LII
-27.8%
+35.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.6% |
| 7D | +6.0% | +0.2% | +5.8% | +6.0% |
| 30D | +7.4% | -4.6% | +12.1% | +8.6% |
| 3M | -11.7% | -21.7% | +10.0% | -5.3% |
| 6M | -11.0% | -32.8% | +21.8% | -2.4% |
| YTD | -15.4% | -27.5% | +12.1% | -11.7% |
| 1Y | +7.2% | -28.0% | +35.2% | +11.7% |
| All | +7.2% | -27.8% | +35.1% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling