+5.4%
B vs CASY
+32.9%
-27.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.4% | -0.6% |
| 7D | -7.3% | +3.6% | -10.9% | -7.2% |
| 30D | -3.3% | +9.1% | -12.4% | -3.2% |
| 3M | -7.8% | -16.5% | +8.8% | -7.8% |
| 6M | -15.5% | -19.7% | +4.2% | -10.6% |
| YTD | -12.3% | +29.3% | -41.5% | -16.4% |
| 1Y | +5.4% | +33.1% | -27.8% | +1.4% |
| All | +5.4% | +32.9% | -27.5% | +1.4% |
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