+11.9%
AG vs CASY
+32.9%
-20.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.4% |
| 7D | -10.0% | +3.6% | -13.5% | -9.9% |
| 30D | -10.5% | +9.1% | -19.5% | -10.5% |
| 3M | -27.3% | -16.5% | -10.7% | -26.9% |
| 6M | -43.0% | -19.7% | -23.3% | -37.4% |
| YTD | -17.9% | +29.3% | -47.2% | -31.0% |
| 1Y | +11.9% | +33.1% | -21.2% | -5.6% |
| All | +11.9% | +32.9% | -20.9% | -5.6% |
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