+117.2%
V vs DECK
+31.2%
+85.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.0% | -2.1% | +2.9% |
| 7D | +9.0% | +10.4% | -1.4% | +7.3% |
| 30D | +18.1% | +11.1% | +7.0% | +16.1% |
| 3M | +18.3% | -10.8% | +29.1% | +20.3% |
| 6M | +34.1% | -8.7% | +42.8% | +35.4% |
| YTD | +25.2% | -14.0% | +39.3% | +26.6% |
| 1Y | +29.3% | +12.0% | +17.3% | +24.2% |
| 3Y | +83.4% | -10.5% | +93.8% | +69.3% |
| 5Y | +117.2% | +28.5% | +88.7% | +67.2% |
| All | +117.2% | +31.2% | +85.9% | +67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling