+1,034.2%
XLV vs DECK
+105,449.6%
-104,415.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | +2.6% | +6.8% | -4.1% | +2.1% |
| 30D | +10.6% | +8.3% | +2.3% | +9.9% |
| 3M | +12.6% | -7.9% | +20.4% | +13.2% |
| 6M | +32.7% | -10.6% | +43.3% | +33.6% |
| YTD | +23.5% | -13.4% | +36.9% | +24.3% |
| 1Y | +30.4% | +12.5% | +17.9% | +28.6% |
| 3Y | +57.3% | -14.9% | +72.1% | +55.8% |
| 5Y | +53.4% | +27.5% | +26.0% | +45.8% |
| 10Y | +212.0% | +839.4% | -627.4% | +154.5% |
| All | +1,034.2% | +105,449.6% | -104,415.4% | +673.0% |
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