+106.6%
EXE vs DECK
+25.5%
+81.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.7% | -1.3% |
| 7D | -0.3% | -2.2% | +2.0% | -0.1% |
| 30D | +8.5% | -13.6% | +22.0% | +9.7% |
| 3M | +5.5% | -21.2% | +26.7% | +7.3% |
| 6M | -5.9% | -21.1% | +15.2% | -4.5% |
| YTD | -9.7% | -17.2% | +7.5% | -9.0% |
| 1Y | +3.6% | -30.7% | +34.3% | +5.9% |
| 3Y | +18.0% | -3.4% | +21.4% | +12.2% |
| All | +106.6% | +25.5% | +81.1% | +93.1% |
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