+114.3%
ADI vs CASY
+250.1%
-135.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -12.8% | +1.1% | -13.9% | -13.1% |
| 30D | -11.3% | +8.7% | -20.0% | -13.1% |
| 3M | -3.4% | -17.3% | +14.0% | +0.5% |
| 6M | -12.0% | -19.7% | +7.7% | -8.4% |
| YTD | +35.3% | +24.8% | +10.4% | +22.5% |
| 1Y | +58.1% | +31.9% | +26.2% | +40.4% |
| 3Y | +127.4% | +155.4% | -28.0% | +59.5% |
| All | +114.3% | +250.1% | -135.9% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling