+124.1%
XBI vs DECK
+753.0%
-628.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.1% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +2.6% | +4.8% | -2.3% | +1.2% |
| 3M | -4.0% | -6.9% | +2.9% | -2.5% |
| 6M | +10.9% | -7.6% | +18.5% | +12.1% |
| YTD | +23.6% | -16.3% | +39.8% | +26.7% |
| 1Y | +35.1% | +4.5% | +30.6% | +30.1% |
| 3Y | +125.2% | -17.1% | +142.3% | +114.4% |
| 5Y | +19.7% | +21.9% | -2.2% | -4.2% |
| All | +124.1% | +753.0% | -628.9% | +16.7% |
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