+238.8%
SU vs DECK
+753.0%
-514.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.7% | -1.8% | +0.5% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -7.9% | +4.8% | -12.7% | -8.9% |
| 3M | +7.5% | -6.9% | +14.5% | +8.4% |
| 6M | +7.2% | -7.6% | +14.8% | +7.5% |
| YTD | +60.9% | -16.3% | +77.2% | +62.2% |
| 1Y | +63.6% | +4.5% | +59.2% | +57.3% |
| 3Y | +128.9% | -17.1% | +146.0% | +115.3% |
| 5Y | +228.3% | +21.9% | +206.4% | +170.9% |
| All | +238.8% | +753.0% | -514.2% | +83.1% |
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 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