+1,107.2%
SOXX vs DECK
+874.1%
+233.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.2% | +4.7% | +3.9% |
| 7D | -13.1% | +5.8% | -18.9% | -14.9% |
| 30D | -29.7% | +7.9% | -37.6% | -31.8% |
| 3M | -23.0% | -11.4% | -11.6% | -20.4% |
| 6M | -19.1% | -16.6% | -2.5% | -15.5% |
| YTD | +36.2% | -16.4% | +52.6% | +40.1% |
| 1Y | +38.1% | +8.6% | +29.5% | +28.4% |
| 3Y | +163.5% | -15.1% | +178.6% | +150.4% |
| 5Y | +147.2% | +22.9% | +124.3% | +94.5% |
| All | +1,107.2% | +874.1% | +233.1% | +491.4% |
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