+305.6%
WM vs DECK
+718.3%
-412.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -0.3% | -2.2% | +1.9% | -0.1% |
| 30D | -2.4% | -13.6% | +11.2% | -1.1% |
| 3M | +0.4% | -21.2% | +21.7% | +2.5% |
| 6M | -9.5% | -21.1% | +11.6% | -7.8% |
| YTD | +0.5% | -17.2% | +17.7% | +1.6% |
| 1Y | -1.1% | -30.7% | +29.7% | +1.4% |
| 3Y | +46.0% | -3.4% | +49.4% | +39.3% |
| 5Y | +51.8% | +25.5% | +26.3% | +37.5% |
| All | +305.6% | +718.3% | -412.7% | +194.1% |
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 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