+856.0%
XBI vs DECK
+4,762.4%
-3,906.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.4% |
| 7D | -6.0% | +6.0% | -12.0% | -7.3% |
| 30D | -1.7% | +7.4% | -9.1% | -3.4% |
| 3M | -3.0% | -11.7% | +8.6% | -0.4% |
| 6M | +11.0% | -11.0% | +22.0% | +13.2% |
| YTD | +21.8% | -15.4% | +37.2% | +24.5% |
| 1Y | +36.5% | +7.2% | +29.2% | +31.3% |
| 3Y | +109.0% | -11.8% | +120.8% | +99.7% |
| 5Y | +13.7% | +24.3% | -10.6% | -3.0% |
| 10Y | +174.2% | +907.5% | -733.3% | +35.3% |
| All | +856.0% | +4,762.4% | -3,906.4% | +164.8% |
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