+100.4%
UL vs DECK
+885.7%
-785.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.3% |
| 7D | +5.5% | +6.0% | -0.5% | +4.9% |
| 30D | +11.4% | +7.4% | +3.9% | +10.6% |
| 3M | +6.0% | -11.7% | +17.6% | +7.1% |
| 6M | +18.0% | -11.0% | +29.0% | +19.1% |
| YTD | +6.2% | -15.4% | +21.6% | +7.4% |
| 1Y | +1.5% | +7.2% | -5.7% | +0.6% |
| 3Y | +39.8% | -11.8% | +51.6% | +36.3% |
| 5Y | +34.3% | +24.3% | +10.0% | +22.9% |
| All | +100.4% | +885.7% | -785.3% | +57.9% |
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