+106.1%
NI vs DECK
+25.8%
+80.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.3% | -1.8% |
| 7D | 0.0% | +6.0% | -6.0% | -0.3% |
| 30D | +10.0% | +7.4% | +2.6% | +9.6% |
| 3M | +4.3% | -11.7% | +15.9% | +4.9% |
| 6M | -6.5% | -11.0% | +4.4% | -6.1% |
| YTD | +9.3% | -15.4% | +24.6% | +9.9% |
| 1Y | +6.4% | +7.2% | -0.8% | +5.6% |
| 3Y | +89.1% | -11.8% | +100.9% | +86.7% |
| 5Y | +106.1% | +24.3% | +81.8% | +92.6% |
| All | +106.1% | +25.8% | +80.3% | +92.6% |
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 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