+519.8%
DELL vs DECK
+25.8%
+494.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -1.5% | -13.4% | -14.4% |
| 7D | -33.4% | +6.0% | -39.4% | -34.6% |
| 30D | -44.7% | +7.4% | -52.2% | -46.1% |
| 3M | -31.4% | -11.7% | -19.8% | -29.3% |
| 6M | +46.9% | -11.0% | +57.9% | +49.5% |
| YTD | +154.4% | -15.4% | +169.8% | +158.1% |
| 1Y | +110.1% | +7.2% | +102.9% | +95.3% |
| 3Y | +376.4% | -11.8% | +388.2% | +348.2% |
| 5Y | +519.8% | +24.3% | +495.5% | +365.4% |
| All | +519.8% | +25.8% | +494.1% | +365.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling