+1,181.2%
BG vs CASY
+5,690.0%
-4,508.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -14.2% | +13.9% | +2.8% |
| 7D | +0.5% | -16.5% | +17.0% | +4.2% |
| 30D | +10.3% | -26.4% | +36.7% | +17.4% |
| 3M | -1.9% | -17.3% | +15.4% | +1.2% |
| 6M | +5.2% | -5.2% | +10.5% | +5.1% |
| YTD | +41.2% | +14.1% | +27.1% | +35.3% |
| 1Y | +50.5% | +16.6% | +33.9% | +43.5% |
| 3Y | +19.9% | +163.7% | -143.8% | -6.8% |
| 5Y | +86.7% | +231.3% | -144.6% | +36.7% |
| 10Y | +167.5% | +462.9% | -295.4% | +70.1% |
| All | +1,181.2% | +5,690.0% | -4,508.8% | +366.4% |
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