+342.0%
SU vs DECK
+25.5%
+316.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | +3.6% | -2.2% | +5.8% | +3.7% |
| 30D | +7.9% | -13.6% | +21.5% | +9.0% |
| 3M | +3.5% | -21.2% | +24.7% | +5.2% |
| 6M | +19.0% | -21.1% | +40.0% | +20.6% |
| YTD | +55.0% | -17.2% | +72.2% | +55.8% |
| 1Y | +71.2% | -30.7% | +102.0% | +75.0% |
| 3Y | +117.4% | -3.4% | +120.8% | +104.0% |
| All | +342.0% | +25.5% | +316.5% | +300.9% |
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 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