+544.2%
WMT vs DECK
+753.0%
-208.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +1.2% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +10.3% | +4.8% | +5.4% | +9.7% |
| 3M | +11.0% | -6.9% | +17.9% | +11.6% |
| 6M | -2.3% | -7.6% | +5.2% | -1.9% |
| YTD | +15.7% | -16.3% | +32.0% | +16.9% |
| 1Y | +26.0% | +4.5% | +21.5% | +24.5% |
| 3Y | +136.5% | -17.1% | +153.6% | +133.5% |
| 5Y | +176.8% | +21.9% | +155.0% | +158.2% |
| All | +544.2% | +753.0% | -208.8% | +396.5% |
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