+28.5%
DECK vs SUI
-26.1%
+54.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +5.2% | +0.8% | +4.1% |
| 7D | +10.4% | +10.0% | +0.3% | +6.7% |
| 30D | +11.1% | +8.4% | +2.7% | +7.8% |
| 3M | -10.8% | +0.7% | -11.4% | -11.1% |
| 6M | -8.7% | -0.9% | -7.8% | -8.6% |
| YTD | -14.0% | +0.6% | -14.7% | -14.4% |
| 1Y | +12.0% | +0.8% | +11.3% | +11.5% |
| 3Y | -10.5% | +15.5% | -25.9% | -19.1% |
| 5Y | +28.5% | -25.9% | +54.3% | +59.2% |
| All | +28.5% | -26.1% | +54.6% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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