+225.5%
SU vs DECK
+874.1%
-648.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -13.4% | +5.8% | -19.2% | -14.4% |
| 30D | +0.9% | +7.9% | -7.0% | -0.6% |
| 3M | +12.8% | -11.4% | +24.2% | +14.7% |
| 6M | +8.3% | -16.6% | +24.8% | +10.7% |
| YTD | +58.2% | -16.4% | +74.6% | +59.6% |
| 1Y | +67.1% | +8.6% | +58.5% | +59.5% |
| 3Y | +125.6% | -15.1% | +140.7% | +111.2% |
| 5Y | +213.6% | +22.9% | +190.7% | +158.8% |
| All | +225.5% | +874.1% | -648.5% | +78.9% |
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