+1,179.9%
URI vs DECK
+718.3%
+461.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.0% |
| 7D | -2.0% | -2.2% | +0.2% | -1.1% |
| 30D | -12.9% | -13.6% | +0.6% | -7.9% |
| 3M | -6.7% | -21.2% | +14.5% | +1.5% |
| 6M | +19.0% | -21.1% | +40.1% | +28.6% |
| YTD | +25.5% | -17.2% | +42.8% | +31.2% |
| 1Y | +5.5% | -30.7% | +36.3% | +17.1% |
| 3Y | +111.3% | -3.4% | +114.7% | +79.8% |
| 5Y | +198.6% | +25.5% | +173.0% | +113.2% |
| All | +1,179.9% | +718.3% | +461.6% | +337.8% |
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