+1,172.5%
BR vs CASY
+3,436.8%
-2,264.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | +6.4% | -11.3% | +17.8% | +9.8% |
| 3M | +13.6% | -0.6% | +14.3% | +12.4% |
| 6M | -6.7% | +10.7% | -17.4% | -11.2% |
| YTD | -21.1% | +37.1% | -58.2% | -29.6% |
| 1Y | -29.6% | +52.3% | -81.9% | -39.3% |
| 3Y | -2.4% | +215.2% | -217.6% | -33.7% |
| 5Y | +11.2% | +276.5% | -265.2% | -29.2% |
| 10Y | +191.8% | +508.4% | -316.6% | +54.6% |
| All | +1,172.5% | +3,436.8% | -2,264.3% | +259.2% |
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