+65.9%
BEN vs CASY
+154.1%
-88.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.7% |
| 7D | +6.6% | +1.1% | +5.5% | +6.5% |
| 30D | +3.8% | +8.7% | -4.8% | +3.2% |
| 3M | +0.2% | -17.3% | +17.5% | +1.5% |
| 6M | +10.4% | -19.7% | +30.2% | +12.3% |
| YTD | +46.2% | +24.8% | +21.3% | +39.4% |
| 1Y | +52.3% | +31.9% | +20.4% | +44.0% |
| 3Y | +65.9% | +155.4% | -89.4% | +42.5% |
| All | +65.9% | +154.1% | -88.1% | +42.5% |
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 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