+37,071.1%
ADI vs CASY
+36,294.0%
+777.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.4% | +0.1% | +0.4% | +0.4% |
| 30D | -3.8% | -11.3% | +7.6% | -0.3% |
| 3M | -15.3% | -0.6% | -14.6% | -16.5% |
| 6M | +6.7% | +10.7% | -4.0% | +1.6% |
| YTD | +34.8% | +37.1% | -2.4% | +19.7% |
| 1Y | +49.0% | +52.3% | -3.3% | +27.5% |
| 3Y | +108.1% | +215.2% | -107.1% | +38.3% |
| 5Y | +142.4% | +276.5% | -134.1% | +50.5% |
| 10Y | +589.9% | +508.4% | +81.5% | +256.0% |
| All | +37,071.1% | +36,294.0% | +777.1% | +5,225.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling