+1.5%
UL vs DECK
+10.4%
-8.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.5% |
| 7D | +5.5% | +6.0% | -0.5% | +4.2% |
| 30D | +11.4% | +7.4% | +3.9% | +9.6% |
| 3M | +6.0% | -11.7% | +17.6% | +8.3% |
| 6M | +18.0% | -11.0% | +29.0% | +20.3% |
| YTD | +6.2% | -15.4% | +21.6% | +9.1% |
| 1Y | +1.5% | +7.2% | -5.7% | -1.1% |
| All | +1.5% | +10.4% | -8.9% | -1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling