+8,077.9%
AMD vs CASY
+539.5%
+7,538.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.6% | +13.2% | +14.3% |
| 7D | +6.5% | +5.0% | +1.5% | +4.9% |
| 30D | -15.3% | +8.2% | -23.5% | -17.6% |
| 3M | +9.7% | -18.2% | +27.9% | +15.4% |
| 6M | +13.2% | -18.6% | +31.8% | +17.3% |
| YTD | +140.6% | +26.8% | +113.8% | +110.5% |
| 1Y | +111.2% | +31.6% | +79.6% | +81.3% |
| 3Y | +334.4% | +156.5% | +177.9% | +176.4% |
| 5Y | +268.3% | +258.6% | +9.7% | +100.0% |
| 10Y | +8,077.9% | +550.3% | +7,527.7% | +3,396.5% |
| All | +8,077.9% | +539.5% | +7,538.5% | +3,396.5% |
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