+4,258.7%
USB vs DECK
+8,125.5%
-3,866.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.0% | -4.1% | +1.2% |
| 7D | +2.4% | +10.4% | -8.0% | +1.3% |
| 30D | +6.6% | +11.1% | -4.5% | +5.3% |
| 3M | -4.1% | -10.8% | +6.7% | -3.0% |
| 6M | +12.5% | -8.7% | +21.2% | +13.3% |
| YTD | +17.6% | -14.0% | +31.7% | +18.9% |
| 1Y | +36.5% | +12.0% | +24.5% | +34.0% |
| 3Y | +95.4% | -10.5% | +105.9% | +93.0% |
| 5Y | +26.1% | +28.5% | -2.4% | +18.5% |
| 10Y | +101.3% | +923.3% | -822.0% | +52.8% |
| All | +4,258.7% | +8,125.5% | -3,866.8% | +2,634.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling