+24.3%
DECK vs LII
+22.0%
+2.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -0.2% |
| 7D | +6.0% | +0.2% | +5.8% | +6.0% |
| 30D | +7.4% | -4.6% | +12.1% | +9.4% |
| 3M | -11.7% | -21.7% | +10.0% | -1.3% |
| 6M | -11.0% | -32.8% | +21.8% | +4.5% |
| YTD | -15.4% | -27.5% | +12.1% | -5.7% |
| 1Y | +7.2% | -28.0% | +35.2% | +19.7% |
| 3Y | -11.8% | -7.2% | -4.6% | -15.9% |
| 5Y | +24.3% | +22.6% | +1.7% | -5.3% |
| All | +24.3% | +22.0% | +2.3% | -5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling