+985.8%
NRG vs DECK
+806.8%
+179.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.8% |
| 7D | +17.1% | -0.8% | +17.9% | +17.4% |
| 30D | -7.9% | +4.9% | -12.8% | -9.2% |
| 3M | -18.2% | -5.8% | -12.4% | -17.4% |
| 6M | -28.4% | -8.6% | -19.8% | -27.6% |
| YTD | -37.9% | -14.7% | -23.1% | -36.5% |
| 1Y | -39.2% | +6.9% | -46.1% | -41.3% |
| 3Y | +125.3% | -16.2% | +141.5% | +123.2% |
| 5Y | +215.7% | +25.3% | +190.5% | +177.7% |
| 10Y | +985.8% | +781.3% | +204.5% | +592.9% |
| All | +985.8% | +806.8% | +179.1% | +592.9% |
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 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