-15.2%
BTDR vs CASY
+14.3%
-29.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.7% | +3.6% |
| 7D | -3.4% | -18.6% | +15.2% | -5.0% |
| 30D | +32.6% | -26.6% | +59.2% | +28.9% |
| 3M | -32.2% | -32.8% | +0.5% | -33.3% |
| 6M | +52.4% | -10.0% | +62.4% | +29.3% |
| YTD | +6.7% | +11.6% | -4.9% | -18.5% |
| 1Y | -15.2% | +11.5% | -26.7% | -31.7% |
| All | -15.2% | +14.3% | -29.6% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling