+133.0%
NI vs DECK
+718.3%
-585.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | +2.0% | -2.2% | +4.2% | +2.2% |
| 30D | -3.5% | -13.6% | +10.1% | -2.2% |
| 3M | -9.1% | -21.2% | +12.1% | -7.1% |
| 6M | -11.8% | -21.1% | +9.2% | -10.1% |
| YTD | +1.1% | -17.2% | +18.3% | +2.4% |
| 1Y | +6.7% | -30.7% | +37.4% | +9.7% |
| 3Y | +71.1% | -3.4% | +74.4% | +64.0% |
| 5Y | +94.3% | +25.5% | +68.8% | +77.0% |
| All | +133.0% | +718.3% | -585.3% | +81.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling