+741.1%
DECK vs WU
-40.1%
+781.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +1.9% |
| 7D | -2.2% | -0.8% | -1.4% | -2.0% |
| 30D | -13.6% | -1.1% | -12.5% | -13.3% |
| 3M | -21.2% | -3.9% | -17.4% | -21.0% |
| 6M | -21.1% | -20.7% | -0.4% | -15.2% |
| YTD | -17.2% | -18.4% | +1.1% | -12.3% |
| 1Y | -30.7% | -8.1% | -22.7% | -31.1% |
| 3Y | -3.4% | -24.2% | +20.8% | +2.3% |
| 5Y | +25.5% | -50.4% | +76.0% | +58.3% |
| All | +741.1% | -40.1% | +781.3% | +821.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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