+29.3%
BEN vs CASY
+266.7%
-237.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.3% |
| 7D | +6.8% | +3.6% | +3.2% | +6.1% |
| 30D | +18.0% | +9.1% | +8.9% | +16.1% |
| 3M | +7.5% | -16.5% | +24.0% | +10.8% |
| 6M | +14.7% | -19.7% | +34.4% | +18.9% |
| YTD | +56.1% | +29.3% | +26.8% | +42.4% |
| 1Y | +69.6% | +33.1% | +36.5% | +53.2% |
| 3Y | +87.7% | +158.5% | -70.8% | +33.2% |
| All | +29.3% | +266.7% | -237.4% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling