+4,855.7%
BEN vs CASY
+36,294.0%
-31,438.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -0.5% | -11.3% | +10.8% | +2.9% |
| 3M | +9.7% | -0.6% | +10.4% | +8.2% |
| 6M | +33.9% | +10.7% | +23.2% | +27.4% |
| YTD | +49.0% | +37.1% | +11.9% | +32.5% |
| 1Y | +42.1% | +52.3% | -10.2% | +22.0% |
| 3Y | +51.9% | +215.2% | -163.3% | +1.4% |
| 5Y | +39.0% | +276.5% | -237.4% | -13.0% |
| 10Y | +57.9% | +508.4% | -450.5% | -15.7% |
| All | +4,855.7% | +36,294.0% | -31,438.3% | +1,004.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling