+748.8%
DECK vs TRI
+225.2%
+523.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.1% | -2.9% | +3.0% | +1.0% |
| 30D | +4.8% | +3.7% | +1.1% | +3.0% |
| 3M | -6.9% | +3.7% | -10.7% | -9.1% |
| 6M | -7.6% | +35.1% | -42.7% | -19.1% |
| YTD | -16.3% | -14.0% | -2.2% | -13.2% |
| 1Y | +4.5% | -19.0% | +23.4% | +11.4% |
| 3Y | -17.1% | -12.0% | -5.1% | -19.1% |
| 5Y | +21.9% | +0.6% | +21.2% | +8.0% |
| All | +748.8% | +225.2% | +523.6% | +506.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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