+112.6%
SPOT vs DECK
+25.8%
+86.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.7% |
| 7D | +10.3% | +6.0% | +4.2% | +8.4% |
| 30D | +25.9% | +7.4% | +18.4% | +23.1% |
| 3M | +27.4% | -11.7% | +39.1% | +31.6% |
| 6M | +46.5% | -11.0% | +57.4% | +50.5% |
| YTD | +5.8% | -15.4% | +21.2% | +8.9% |
| 1Y | -0.9% | +7.2% | -8.2% | -5.6% |
| 3Y | +261.5% | -11.8% | +273.3% | +206.7% |
| 5Y | +112.6% | +24.3% | +88.2% | +24.5% |
| All | +112.6% | +25.8% | +86.8% | +24.5% |
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