+26.1%
DECK vs NWSA
+40.7%
-14.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.6% |
| 7D | -2.2% | -1.9% | -0.3% | -1.2% |
| 30D | -13.6% | +4.6% | -18.2% | -15.9% |
| 3M | -21.2% | +13.2% | -34.5% | -26.8% |
| 6M | -21.1% | +27.0% | -48.1% | -31.5% |
| YTD | -17.2% | +16.8% | -34.1% | -25.0% |
| 1Y | -30.7% | +4.5% | -35.3% | -33.2% |
| 3Y | -3.4% | +46.2% | -49.6% | -23.6% |
| All | +26.1% | +40.7% | -14.6% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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