-14.1%
DECK vs LII
-6.9%
-7.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.3% |
| 7D | +6.0% | +0.2% | +5.8% | +6.0% |
| 30D | +7.4% | -4.6% | +12.1% | +9.2% |
| 3M | -11.7% | -21.7% | +10.0% | -2.2% |
| 6M | -11.0% | -32.8% | +21.8% | +3.0% |
| YTD | -15.4% | -27.5% | +12.1% | -7.1% |
| 1Y | +7.2% | -28.0% | +35.2% | +17.8% |
| All | -14.1% | -6.9% | -7.2% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling