+37,205.6%
ADI vs CASY
+33,031.0%
+4,174.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -12.8% | +1.1% | -13.9% | -13.2% |
| 30D | -11.3% | +8.7% | -20.0% | -13.9% |
| 3M | -3.4% | -17.3% | +14.0% | +1.3% |
| 6M | -12.0% | -19.7% | +7.7% | -8.2% |
| YTD | +35.3% | +24.8% | +10.4% | +22.4% |
| 1Y | +58.1% | +31.9% | +26.2% | +40.3% |
| 3Y | +127.4% | +155.4% | -28.0% | +60.4% |
| 5Y | +114.6% | +250.6% | -136.0% | +35.0% |
| 10Y | +589.3% | +556.8% | +32.5% | +244.5% |
| All | +37,205.6% | +33,031.0% | +4,174.6% | +5,346.7% |
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 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