+8.5%
NI vs DECK
+11.2%
-2.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.0% | -4.5% | +1.2% |
| 7D | +3.9% | +10.4% | -6.4% | +3.4% |
| 30D | +15.3% | +11.1% | +4.2% | +14.6% |
| 3M | +2.4% | -10.8% | +13.2% | +2.8% |
| 6M | -4.5% | -8.7% | +4.2% | -4.1% |
| YTD | +11.4% | -14.0% | +25.4% | +12.1% |
| 1Y | +8.5% | +12.0% | -3.6% | +9.9% |
| All | +8.5% | +11.2% | -2.8% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling