+235.9%
SU vs DECK
+806.8%
-570.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.1% |
| 7D | -4.3% | -0.8% | -3.4% | -4.2% |
| 30D | -6.2% | +4.9% | -11.1% | -7.2% |
| 3M | +9.7% | -5.8% | +15.5% | +10.4% |
| 6M | +7.3% | -8.6% | +15.9% | +7.9% |
| YTD | +58.7% | -14.7% | +73.5% | +59.6% |
| 1Y | +59.7% | +6.9% | +52.9% | +53.0% |
| 3Y | +129.2% | -16.2% | +145.4% | +115.5% |
| 5Y | +223.7% | +25.3% | +198.4% | +165.7% |
| 10Y | +235.9% | +781.3% | -545.4% | +80.4% |
| All | +235.9% | +806.8% | -570.8% | +80.4% |
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