+24.9%
SMH vs DECK
+10.4%
+14.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -1.5% | -9.7% | -11.1% |
| 7D | -20.3% | +6.0% | -26.3% | -20.5% |
| 30D | -29.2% | +7.4% | -36.7% | -29.5% |
| 3M | -21.4% | -11.7% | -9.8% | -20.7% |
| 6M | -14.3% | -11.0% | -3.4% | -14.0% |
| YTD | +24.3% | -15.4% | +39.7% | +26.2% |
| 1Y | +24.9% | +7.2% | +17.7% | +26.9% |
| All | +24.9% | +10.4% | +14.5% | +26.9% |
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