+53.9%
BEN vs CASY
+551.3%
-497.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.7% | +5.7% | +6.1% |
| 7D | +12.2% | +3.6% | +8.6% | +10.8% |
| 30D | +12.1% | +7.2% | +4.9% | +9.3% |
| 3M | +7.3% | -16.9% | +24.2% | +13.4% |
| 6M | +17.9% | -19.3% | +37.2% | +24.0% |
| YTD | +55.4% | +25.6% | +29.8% | +36.0% |
| 1Y | +69.3% | +30.2% | +39.2% | +45.7% |
| 3Y | +82.8% | +154.9% | -72.0% | +11.8% |
| 5Y | +28.8% | +252.1% | -223.3% | -34.5% |
| 10Y | +53.9% | +535.8% | -482.0% | -37.3% |
| All | +53.9% | +551.3% | -497.4% | -37.3% |
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