+630.6%
ADI vs CASY
+551.3%
+79.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.4% |
| 7D | -4.4% | +3.6% | -8.0% | -5.5% |
| 30D | -2.8% | +7.2% | -10.0% | -5.1% |
| 3M | +1.5% | -16.9% | +18.4% | +6.4% |
| 6M | -4.7% | -19.3% | +14.6% | -0.4% |
| YTD | +46.8% | +25.6% | +21.2% | +30.9% |
| 1Y | +74.9% | +30.2% | +44.7% | +53.5% |
| 3Y | +147.4% | +154.9% | -7.4% | +65.7% |
| 5Y | +131.9% | +252.1% | -120.2% | +34.1% |
| 10Y | +630.6% | +535.8% | +94.7% | +246.5% |
| All | +630.6% | +551.3% | +79.3% | +246.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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