+164.1%
EQT vs DECK
+19.2%
+144.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.7% | -0.2% |
| 7D | +3.4% | -3.7% | +7.1% | +3.8% |
| 30D | -3.5% | +0.6% | -4.1% | -3.7% |
| 3M | -2.8% | -7.3% | +4.5% | -2.2% |
| 6M | -5.5% | -10.9% | +5.4% | -4.9% |
| YTD | -1.1% | -18.5% | +17.3% | 0.0% |
| 1Y | -12.9% | +0.2% | -13.1% | -14.3% |
| 3Y | +39.5% | -19.8% | +59.3% | +35.9% |
| 5Y | +164.1% | +18.7% | +145.4% | +134.3% |
| All | +164.1% | +19.2% | +144.9% | +134.3% |
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