+108.7%
USB vs DECK
+718.3%
-609.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.8% | -0.6% |
| 7D | +1.4% | -2.2% | +3.7% | +2.0% |
| 30D | -1.3% | -13.6% | +12.3% | +2.1% |
| 3M | +15.2% | -21.2% | +36.5% | +21.5% |
| 6M | +18.8% | -21.1% | +39.9% | +24.8% |
| YTD | +21.0% | -17.2% | +38.2% | +24.8% |
| 1Y | +34.0% | -30.7% | +64.8% | +43.3% |
| 3Y | +95.3% | -3.4% | +98.7% | +80.5% |
| 5Y | +40.4% | +25.5% | +14.8% | +17.0% |
| All | +108.7% | +718.3% | -609.5% | +20.6% |
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