+4,423.5%
DELL vs DECK
+718.3%
+3,705.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | 0.0% | +1.0% |
| 7D | +14.9% | -2.2% | +17.1% | +15.7% |
| 30D | +13.3% | -13.6% | +26.9% | +18.2% |
| 3M | +24.4% | -21.2% | +45.6% | +32.2% |
| 6M | +258.0% | -21.1% | +279.1% | +278.6% |
| YTD | +320.2% | -17.2% | +337.4% | +331.9% |
| 1Y | +319.1% | -30.7% | +349.8% | +352.2% |
| 3Y | +706.5% | -3.4% | +709.9% | +647.4% |
| 5Y | +1,071.9% | +25.5% | +1,046.4% | +857.4% |
| All | +4,423.5% | +718.3% | +3,705.2% | +2,336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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