+52.5%
SOXX vs DECK
+11.2%
+41.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.0% | -9.1% | -3.4% |
| 7D | -13.7% | +10.4% | -24.1% | -14.1% |
| 30D | -23.6% | +11.1% | -34.7% | -24.0% |
| 3M | -16.9% | -10.8% | -6.1% | -16.2% |
| 6M | -2.4% | -8.7% | +6.3% | -2.3% |
| YTD | +49.8% | -14.0% | +63.9% | +52.2% |
| 1Y | +52.5% | +12.0% | +40.5% | +50.1% |
| All | +52.5% | +11.2% | +41.3% | +50.1% |
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