-63.4%
ADVB vs CASY
+31.5%
-94.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.7% | -1.0% | +43.7% | +42.7% |
| 7D | +74.2% | +2.5% | +71.7% | +74.0% |
| 30D | -35.9% | +10.2% | -46.1% | -36.2% |
| 3M | -56.4% | -15.7% | -40.7% | -56.4% |
| 6M | -36.7% | -18.4% | -18.3% | -39.4% |
| YTD | -43.3% | +28.3% | -71.6% | -36.1% |
| 1Y | -63.4% | +32.6% | -95.9% | -57.1% |
| All | -63.4% | +31.5% | -94.9% | -57.1% |
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 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