+377.0%
DELL vs DECK
-13.4%
+390.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +4.0% |
| 7D | -22.6% | +5.8% | -28.3% | -23.8% |
| 30D | -43.2% | +7.9% | -51.1% | -44.5% |
| 3M | -24.8% | -11.4% | -13.4% | -22.8% |
| 6M | +38.0% | -16.6% | +54.6% | +42.5% |
| YTD | +163.7% | -16.4% | +180.1% | +167.7% |
| 1Y | +122.5% | +8.6% | +113.9% | +105.3% |
| 3Y | +377.0% | -15.1% | +392.1% | +428.9% |
| All | +377.0% | -13.4% | +390.3% | +428.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling