+128.2%
ADM vs CASY
+565.2%
-436.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.2% | +0.1% | +1.8% |
| 7D | +0.1% | +5.8% | -5.7% | -1.3% |
| 30D | -11.8% | +10.7% | -22.5% | -14.2% |
| 3M | -11.3% | -13.9% | +2.6% | -8.4% |
| 6M | -10.0% | -18.4% | +8.4% | -6.3% |
| YTD | +25.9% | +29.6% | -3.7% | +14.7% |
| 1Y | +26.7% | +32.8% | -6.2% | +14.4% |
| 3Y | +8.1% | +162.3% | -154.1% | -23.3% |
| 5Y | +23.5% | +265.0% | -241.5% | -23.0% |
| 10Y | +128.2% | +555.4% | -427.1% | +18.3% |
| All | +128.2% | +565.2% | -436.9% | +18.3% |
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 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