+726.5%
XLK vs DECK
+806.8%
-80.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.8% | +3.6% |
| 7D | -1.2% | -0.8% | -0.4% | -1.0% |
| 30D | -11.2% | +4.9% | -16.1% | -12.4% |
| 3M | -6.2% | -5.8% | -0.4% | -5.2% |
| 6M | -1.7% | -8.6% | +6.8% | -0.6% |
| YTD | +21.5% | -14.7% | +36.3% | +23.8% |
| 1Y | +19.6% | +6.9% | +12.8% | +14.3% |
| 3Y | +97.9% | -16.2% | +114.1% | +90.2% |
| 5Y | +118.9% | +25.3% | +93.6% | +79.5% |
| 10Y | +726.5% | +781.3% | -54.8% | +366.1% |
| All | +726.5% | +806.8% | -80.2% | +366.1% |
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