+47.7%
ADI vs CASY
+42.6%
+5.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.4% |
| 7D | +2.4% | -4.4% | +6.8% | +2.7% |
| 30D | -6.6% | -12.0% | +5.5% | -6.0% |
| 3M | -9.8% | -2.3% | -7.5% | -11.0% |
| 6M | +15.7% | +10.5% | +5.1% | +12.9% |
| YTD | +35.1% | +33.0% | +2.1% | +30.7% |
| 1Y | +47.7% | +41.1% | +6.6% | +42.7% |
| All | +47.7% | +42.6% | +5.1% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling