+215.1%
SU vs DECK
+25.8%
+189.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -4.0% |
| 7D | -11.0% | +6.0% | -17.1% | -11.4% |
| 30D | +1.2% | +7.4% | -6.2% | +0.7% |
| 3M | +10.6% | -11.7% | +22.3% | +11.5% |
| 6M | +0.5% | -11.0% | +11.4% | +0.9% |
| YTD | +58.9% | -15.4% | +74.3% | +59.4% |
| 1Y | +71.0% | +7.2% | +63.8% | +66.7% |
| 3Y | +125.7% | -11.8% | +137.5% | +114.4% |
| 5Y | +215.1% | +24.3% | +190.7% | +201.3% |
| All | +215.1% | +25.8% | +189.3% | +201.3% |
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