+1,574.6%
BE vs CASY
+215.7%
+1,358.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.4% |
| 7D | +20.0% | +0.1% | +19.9% | +20.0% |
| 30D | +7.9% | -11.3% | +19.3% | +11.1% |
| 3M | -13.2% | -0.6% | -12.6% | -15.2% |
| 6M | +53.5% | +10.7% | +42.7% | +43.5% |
| YTD | +191.0% | +37.1% | +153.9% | +150.1% |
| 1Y | +360.5% | +52.3% | +308.2% | +282.6% |
| All | +1,574.6% | +215.7% | +1,358.9% | +981.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling