+877.2%
DECK vs SONY
+369.0%
+508.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.4% |
| 7D | +5.8% | +6.7% | -1.0% | +2.8% |
| 30D | +7.9% | +14.8% | -6.9% | +1.7% |
| 3M | -11.4% | +16.9% | -28.3% | -17.1% |
| 6M | -16.6% | +30.2% | -46.8% | -26.0% |
| YTD | -16.4% | +5.5% | -21.8% | -19.1% |
| 1Y | +8.6% | -4.6% | +13.2% | +9.4% |
| 3Y | -15.1% | +57.2% | -72.3% | -32.9% |
| 5Y | +22.9% | +12.1% | +10.8% | +10.1% |
| All | +877.2% | +369.0% | +508.2% | +460.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling