-71.8%
ADVB vs CASY
+32.9%
-104.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | +0.8% | -24.3% | -23.6% |
| 7D | +27.8% | +3.6% | +24.2% | +27.7% |
| 30D | -50.8% | +9.1% | -59.8% | -50.9% |
| 3M | -70.5% | -16.5% | -54.0% | -70.4% |
| 6M | -46.7% | -19.7% | -27.0% | -49.8% |
| YTD | -56.7% | +29.3% | -85.9% | -51.1% |
| 1Y | -71.8% | +33.1% | -104.9% | -67.0% |
| All | -71.8% | +32.9% | -104.6% | -67.0% |
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