+887.0%
DECK vs SONY
+376.6%
+510.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | +6.4% | +6.1% | +0.3% | +3.7% |
| 30D | +9.1% | +12.2% | -3.1% | +3.9% |
| 3M | -7.2% | +15.3% | -22.6% | -12.7% |
| 6M | -9.9% | +34.3% | -44.2% | -21.1% |
| YTD | -12.8% | +5.7% | -18.5% | -15.7% |
| 1Y | +10.6% | -2.3% | +12.9% | +10.3% |
| 3Y | -13.8% | +67.1% | -81.0% | -33.6% |
| 5Y | +27.6% | +13.0% | +14.6% | +13.9% |
| 10Y | +887.0% | +372.1% | +515.0% | +449.1% |
| All | +887.0% | +376.6% | +510.4% | +449.1% |
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