+24.3%
DECK vs TECH
-39.6%
+64.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +7.4% | +0.3% | +7.1% | +7.3% |
| 3M | -11.7% | +1.0% | -12.7% | -11.9% |
| 6M | -11.0% | +28.6% | -39.5% | -19.4% |
| YTD | -15.4% | +24.1% | -39.4% | -23.4% |
| 1Y | +7.2% | +21.9% | -14.7% | -2.6% |
| 3Y | -11.8% | +25.7% | -37.5% | -25.8% |
| 5Y | +24.3% | -40.2% | +64.5% | +44.9% |
| All | +24.3% | -39.6% | +64.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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