+636.4%
ADI vs CASY
+468.0%
+168.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -14.2% | +14.8% | +4.9% |
| 7D | +2.6% | -16.5% | +19.2% | +8.0% |
| 30D | -4.6% | -26.4% | +21.8% | +4.3% |
| 3M | -9.5% | -17.3% | +7.8% | -6.3% |
| 6M | +14.8% | -5.2% | +20.1% | +13.3% |
| YTD | +35.8% | +14.1% | +21.7% | +25.3% |
| 1Y | +48.9% | +16.6% | +32.3% | +35.8% |
| 3Y | +115.6% | +163.7% | -48.1% | +41.7% |
| 5Y | +135.1% | +231.3% | -96.2% | +39.0% |
| 10Y | +636.4% | +462.9% | +173.6% | +262.6% |
| All | +636.4% | +468.0% | +168.4% | +262.6% |
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